Understanding Workflow Conditions in Swyft AI
Workflow conditions in Swyft AI allow you to control the flow of your workflows based on specific criteria. A condition determines what happens next in the workflow depending on whether certain rules are met (true) or not met (false). This flexibility helps you tailor your workflows to meet your unique needs.
What Are Workflow Conditions?
Workflow conditions let you define rules that decide what actions will happen based on data. These conditions are similar to those you may have seen in other workflow tools, where you do something differently based on whether the condition is true or false.
Conditions are driven by dynamic variables, which are placeholders for specific data, such as CRM fields or Swyft-automated data. You can set up rules for what these dynamic variables should look like, and the workflow will behave differently based on whether those rules are met.
Setting Up Workflow Conditions
When configuring a workflow condition in Swyft AI, you can follow these steps:
Name the Condition
Each condition can have a unique name to easily identify it. This helps when reviewing or managing multiple conditions in your workflow.Enter a Rule
In each condition, you define a rule based on a dynamic variable. For example, you might set a rule that checks whether the stage of a deal is "Closed-Won" or if the deal amount is above a certain threshold.Define the Outcome
After the rule is set, you can define what happens next based on whether the condition is met (true) or not met (false). The actions that follow are split into:True Action: This action happens if the condition is met. For example, if the deal stage is "Closed-Won," the workflow might update the CRM or send a Slack message.
False Action: This action happens if the condition is not met. For instance, if the deal stage is not "Closed-Won," the workflow could send a different update or take no action.
AND/OR Conditions
When setting up a workflow condition, you can combine multiple rules using AND or OR logic:
AND Conditions: All rules must be true for the workflow to take the true action. If any rule is false, the false action will be triggered.
OR Conditions: Only one rule needs to be true for the true action to occur. If none of the rules are met, the false action will take place.
Example Use Case
Imagine you want to trigger an action if a deal is in the "Negotiation" stage and the deal amount is over $100,000. You would:
Set up a condition with both criteria.
Use an AND condition to ensure both are true before the workflow proceeds with the true action, such as notifying the sales team or updating a field in the CRM.
If only one or neither of the criteria is met, the workflow will trigger the false action, such as sending a different notification or taking no action.
Summary
Workflow conditions in Swyft AI allow you to automate decisions in your workflows based on data-driven rules. By using conditions, you can ensure workflows behave differently depending on whether a rule is true or false.
Dynamic variables are used to create rules.
True actions occur when conditions are met.
False actions occur when conditions are not met.
You can combine rules with AND or OR logic for more complex conditions.