Workflows & automations
Build triggers, conditions and actions to automate routine work.
Sections
Workflow basics
What workflows are and how to build your first one.
Triggers, conditions, actions
The three building blocks of every workflow, plus variable substitution.
Advanced workflows
Pre-built templates, test mode, run history, About/Policy automations, realm vs area scope.
All articles in Workflows & automations
Workflows — overview
Automate routine work with triggers, conditions and actions — no code, just rules.
Building your first workflow
A walk-through of the builder UI: choose a trigger, set conditions, add actions, save and test.
Looping workflows using forms
Create workflows which loop back on themselves for recurring forms.
Triggers — what can start a workflow
The full catalogue of events that can kick off a workflow, grouped by feature area.
Conditions (IF) — gating a workflow
How to gate a workflow on specific values from the trigger payload using condition operators.
Actions — what a workflow can do
The catalogue of actions a workflow can perform when it fires, from emails to flow control.
Variables and {{template}} substitution
How to reference trigger data inside action templates using {{variable_paths}}.
Templates — pre-built workflows
Sixteen ready-to-use workflow templates shipped with Carerealm.
Testing a workflow
Dry-run a workflow against a sample payload — see which conditions match and which actions would fire, with zero side effects.
Workflow history
Browse recent runs of a workflow — what fired, when, against what payload, with what outcome.
Workflows for About + Policies
Specific patterns for keeping About sections and policies up to date and acknowledged.
Realm workflows vs area workflows
Two scopes — realm-wide automations vs area-specific ones. How to pick, and what each can do.
The activation buffer
Why a workflow's threshold-based triggers don't fire on day one.
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