One mantra we try to live by at Nestr is that we don't pretend to know how to best run your organisation. We are here to support any and all experimentation in persuit of your organisational purpose.
In that light, we offer our Automations app. It allows you to automate many different business processes relieving you of the manual work. Here are a few examples on how you can use it:
At current, only workspace admins can configure automations. You can enable it on 'Applications' tab of your workspace. Once enabled, you can create new automations to your workspace. You will see the following screen to start with
Let's run trough the automation options:
Once you have configured what the automation will target, how it is triggered and who the audience is, you can define what it should do in the 'Steps' section. Click the '+ Add an automation step', give the step an initial name and hit enter.
When you created your first step, click on it to open it. There you will have one drop down to set the step action with the following options:
When sending out an email, posting a message or creating new items, you may use the following template variables. Nestr will replace these before emailing, posting or creating.
When the target is a circle, these template options are available as well:
When your automation has a target, the following template options are available as well.
When you tie it alltogether, a fully configured automation could look something like this:
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