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