How to Automate Team Workflows in Softr

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This is a step-by-step guide on how to automate team workflows in Softr:

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1. In the Apps Editor, select ‘Workflows’ from the left sidebar to manage or create team workflows automations.
2. Choose a trigger to define the starting point of your workflow.
3. After selecting the trigger type, choose a specific trigger event.
4. Configure the settings for the selected trigger to define how it should function.
5. In this tutorial, a database is used; therefore, a database and table are required to input data that will trigger the event.
6. Click 'Continue' to proceed.
7. Click ‘Test’ to verify the configuration and ensure data flows correctly within your application.
8. Wait for a success confirmation before proceeding to the next step.
9. Now, select an Action event to define what should happen when the trigger occurs.
10. Once selected, fill in the required details and click ‘Continue’ to proceed.
11. Click ‘Test’ to ensure your automation functions perfectly before publishing.
12. Wait for a success confirmation before moving on to the next step.
13. To create another automation with the same workflow, click the ‘+’ icon.
14. To create another automation with the same workflow, click the ‘+’ icon.