Workflow Automation Basics for Agencies
The core concepts behind triggers, conditions, actions, waits, exits and human handoff.
Trigger
The event that starts the workflow.
Condition
A rule that decides which path applies.
Action
The message, update, task or other operation the system performs.
Wait
A delay or event-based pause before the next step.
Exit
The condition that stops or redirects the workflow.
Human handoff
A deliberate point where judgment and ownership return to a person.
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