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Automate Basic Tasks with Workflows

About this event

Don't be late, automate!

Workflows, which come with your site, can automate tasks and make life easier. With workflows, conditions can be set that release an action once met. In other words, a workflow is a pattern of steps that lead to a desired output. A popular use case at TG is notification triggers, but the opportunities are endless.

We'll cover:

  • What workflows are and how they may help your company
  • Examples of workflows and where to start
  • How workflows run in the background of your site
  • Troubleshooting

This session was recorded on December 7, 2022.

Hosted by

  • Team member
    T
    Alyssa Wiseley Learning Content Specialist @ TraceGains

    Alyssa fulfills the role of Learning Content Specialist on the Customer Education team. Her focus is creating cohesive, entertaining, and thoughtful written content for the TraceGains Academy.

  • Team member
    T
    Ty Howell De Winkle Manager of Customer Education @ TraceGains

    Ty has worked in various customer success roles, both customer facing and in internally driven initiatives. Currently, as the Manager of Customer Education, they lead the team to develop educational content for use with product onboarding, customer support, and feature adoption.

  • Guest speaker
    G
    Nick Vander Velden Implementation Specialist @ TraceGains

    Nick is an implementation specialist where he helps customers implement and maintain their enterprise sites. He focuses on helping customers maximize efficiency through designing configuration standards and workflows.

  • Guest speaker
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    Todd Dulin Sr. Customer Success Manager @ TraceGains

    When Todd joined TraceGains he was already experienced in QM having been a customer using TraceGains. Now Todd uses his previous experience and industry knowledge to help his customers excel at QM and TraceGains' other suite of products.

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