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Automation Overview

BuildBetter’s automation system allows you to:
  • Create trigger-based workflows
  • Automate routine tasks
  • Connect with external tools
  • Schedule recurring actions

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Automation Structure

Triggers

Events that start workflows

Actions

Tasks executed in response

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Trigger Types

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Event Triggers

  • New recording
  • Signal detected
  • Document created
  • Chat activity
  • User actions

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Schedule Triggers

  • Time-based
  • Recurring
  • Calendar events
  • Custom intervals

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Action Types

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Creating Workflows

1

Select Trigger

Choose what starts the automation
2

Configure Conditions

Set rules and filters
3

Define Actions

Specify what happens
4

Test & Enable

Verify and activate

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Workflow Conditions

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Filter Criteria

  • Signal properties
  • Data values
  • Time conditions
  • User attributes

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Logic Operations

  • AND/OR rules
  • NOT conditions
  • Complex filters
  • Custom logic
Test automations thoroughly before enabling them in production.

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Advanced Features

Branching Logic

Create conditional paths

Parallel Actions

Execute multiple tasks

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Integration Options

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Connected Systems

  • CRM platforms
  • Project management
  • Communication tools
  • Analytics services

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Data Flow

  • Bidirectional sync
  • One-way push
  • Data transformation
  • Field mapping
Ensure proper authentication and permissions for integrated services.

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Best Practices

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Workflow Design

  • Start simple
  • Test thoroughly
  • Document clearly
  • Monitor performance

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Error Handling

  • Define fallbacks
  • Set notifications
  • Log errors
  • Recovery steps

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Common Use Cases

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Workflow Management

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Organization

  • Folder structure
  • Naming conventions
  • Version control
  • Documentation

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Monitoring

  • Activity logs
  • Performance metrics
  • Error tracking
  • Usage statistics
Use descriptive names and add comments to document workflow purpose and logic.

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Troubleshooting

1

Check Triggers

Verify trigger conditions
2

Review Actions

Test action execution
3

Monitor Logs

Analyze error logs
4

Update Config

Adjust settings as needed

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Performance Considerations

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Optimization

  • Minimize actions
  • Batch operations
  • Cache data
  • Rate limiting

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Resource Usage

  • API quotas
  • Processing limits
  • Storage usage
  • Concurrent runs
Regular workflow maintenance ensures optimal performance and reliability.