Compass logo

How to add Actions to a Section

Actions allow you to use Integrations to distribute information or automate repeatable tasks. Actions are incorporated into Workflows by adding them to individual Sections. This article outlines how to add Actions to a Workflow Section.

Note: only admins and managers can manage Workflows

1. Connect an integration

To get started, you will need to connect an Integration. If you haven't done this yet, then navigate to Integrations. Choose an integration and follow the connection instructions.

Compass software interface showing a list of integrations

2. Open your Workflow

After you've connected an Integration, navigate to Workflows and choose a Workflow.

Compass software interface showing a list of workflows

3. Choose a section

Actions are added to individual Sections in the Workflow and they are triggered in Sessions when you encounter the Section.

After you've selected a Workflow, choose the Section you want to add the Action to.

Compass software interface showing a list of workflow sections

4. Add the Action to the Section

After you've chosen a Section, scroll down to the "Actions" part of the Section and select Add Action.

Compass software interface showing the add action button

Select an Integration

After you select to add an Action, you will see the Setup Action screen. Choose from your list of connected integrations to proceed.

Compass software interface showing the a list of integrations in the workflow editor

Select an Action for the Integration

In this example, we're adding an Action with the Slack integration. After you choose the Integration, then choose the Action that will be triggered when this Section is encountered in a Session.

Compass software interface showing the a list of actions in the workflow editor

Choose or complete any relevant options

After you've selected an Action, you'll need to complete any options required. In our example, Slack requires us to select a channel to send messages and the contents of the message.

Once you are finished completing the options for the Action, choose Continue.

Compass software interface showing the a list of options for an action in the workflow editor

Choose the timing

Finally, select a timing option for the Action. The timing determines when the Action prompts the user to send it during the session.

Immediate: The Action is triggered and will appear on the screen as soon as you encounter the Section.

End of the session: The Action is triggered when you encounter the Section, but it won't prompt the user to send it until the end of the Session.

Compass software interface showing the timing options for an action in the workflow editor

After you've set the timing, choose Done.

The Setup Action screen should collapse and you'll see the action added to the Section. You can always come back later and expand the Action to update its settings.

Great work! You've added an Action to a Section in your Workflow. Now you're ready to start a new Session and enjoy the power of Actions to help distribute information and automate tasks.

© 2019 Pacific Northwest Innovative Technologies, LLC