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Workload – Automation Software
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Workload – Automation Software
  • Product
    • Solutions
      • Automate Your AdOps
      • Automate Your HR & Recruiting
    • Integrations
    • Company
      • Blog
      • Integrations
      • Apps
      • Case Studies
      • Experts
      • About
        • Privacy
        • Terms of Service
  • Resources & Support
  • Pricing
  • Login
  • Get Started

What can we help you with?

Getting Started

  • Workload Quickstart Guide
  • Automation 101

Creating Workflows

  • Create workflows
  • Loop through Workload actions

Managing Workflows

  • Connect an account to Workload
  • How to copy from one workspace to another
  • How to initialize a workflow after copying
  • How to share a workflow as a template with anyone

Partner Integrations

  • How do I enable and use the Lever integration?
  • How do I enable and use the Webex integration?
  • How do I enable and use the Zoom integration?
  • How to set up the DrChrono integration with Workload
  • How to find your PEP Cloud (Painter’s Estimating Program) API Key

Utilities

  • Loop through Workload actions
  • Home
  • Docs
  • Getting Started
  • Automation 101

Automation 101

Table of Contents
  • What is automation?
  • What is Workload?
  • What should/can I automate with Workload?
  • What is a Workflow?

What is automation? #

At its core, automation is just setting something up to run automatically. Automation is all around you, even if you don’t realize it. Take your smartphone, for example. You receive alerts whenever you receive a text message, a voice mail, or an email.

The heart of any automation boils down to a simple command: WHEN and THEN. “When this happens, then take action.” Even the most complex automation can be broken down into this simple command.

how to think about automation

For example:

What is Workload? #

Workload is a tool that helps you automate repetitive tasks between two or more apps—no code necessary. When an event happens in one app, Workload can tell another app to take a particular action.

What should/can I automate with Workload? #

  • Tasks you have to do frequently. Example: Sending a weekly reminder to your team to fill out a meeting agenda or email reports.
  • Anything where you have to move information from one app to another. Example: Adding tasks from a CRM app into your personal to-do list app or Slack.
  • Tasks that don’t require much thinking. Example: Copying data from a source, like a CRM and adding it to a spreadsheet.

What is a Workflow? #

A workflow tells your apps to follow this simple command: “When this happens, do that.”

Every workflow has a trigger and one or more actions. A trigger is an event that starts a workflow, and an action is what your workflow does for you. When a workflow runs, each action it completes counts as one task.

Think of these as building blocks for your workflow. Start with your trigger and add the action or actions you want Workload to perform.

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Updated on December 22, 2021
Workload Quickstart Guide

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Table of Contents
  • What is automation?
  • What is Workload?
  • What should/can I automate with Workload?
  • What is a Workflow?
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