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Frequently Asked Questions
What is a Workflow?
Workflow is an automated process, that runs a set of actions you define.
Action can be "Send Email", "Create Approval Task" or anything else.
Workflows can be started when a form is submitted, or by a schedule like every Monday at 9am or by real-time events (e.g. when your customer makes a purchase), that will then run a set of actions you define, such as:
- Add customer to CRM
- Add entry to bookkeeping software
- Send a purchase confirmation email
- Wait for 5 days
- Send another email asking for feedback
What is Browser Automation?
Browser Automation, also known as Robotic Process Automation (RPA), is designed to supplement staff to carry out repetitive business tasks, like data entry or extracting information from websites.
For example, this can be used in financial services, mortgage and lending processes to automatically gather information from a website, or populate partner website with necessary information to refer or underwrite a customer.
This frees up your team from routine, low-value tasks, allowing them to focus on activities of much higher value to your business.
Browser Automation is available on the Business Plan and requires a bespoke development implementation based on your use cases.
Do I need developers or know how to code?
Developers or coding skills are not required to automate and use the platform.
If you get stuck or need technical assistance, our support is happy to help.
I'm not sure what to automate or where to start?
Let's jump on a 15 min call and discuss industry best practices you can use.
I'm a developer, what are the limits and technical details?🖖
In short, Automations.io is a low-level orchestration service, that lets you coordinate multiple functions into flexible workflows that are easy to debug and change, with exactly once execution guarantee, built-in error handling, retries, JSON state management and a running duration of up to a year.