Workflow automation enables the creation of fully automated, multitouch communication sequences throughout the employee lifecycle. The system supports scheduling messages across multiple channels and applying engagement or activity-based triggers to deliver contextually relevant content at the appropriate time.
Managing repeated communications manually is time-consuming and inconsistent. Workflows helps teams deliver the right message at the right time.
You can use Workflows for:
- Onboarding new employees,
- Increasing engagement before and after events,
- Driving change communications at the right pace,
- Reminders when actions are due,
- Improving employee experience by retargeting only non-responders,
- And, any recurring updates that need to go out on a schedule — without manual effort.
With Workflows, your audience get the information they need exactly when they need it, creating a more connected experience across your organisation.
For Internal Communications, this capability streamlines the execution of complex, multichannel campaigns by reducing manual intervention. For operational teams (e.g., HR, IT), workflow automation provides a consistent and efficient communication experience during key processes such as onboarding, offboarding, security and compliance training, engagement surveys, and technology deployments.
Accessing Workflows
To access Workflows,
- From the Home page, click Comms tab.
- Form the left-hand navigation panel, select Workflows. The Workflows screen appears.
- On the Workflows screen, you can:
- View existing workflows
- Edit draft workflows
- View or stop live workflows
- Create new workflows
- Click Create to create a new Workflow. Alternatively, you can also click the New button on navigation pane next to Workflow to create a new workflow.
