Documentation

Everything you need to know to get started with Automated Worx

Welcome to Automated Worx

Automated Worx is a powerful automation platform that helps businesses streamline repetitive tasks, reduce manual work, and improve operational efficiency. With our intuitive no-code interface and extensive integration library, you can build complex automations without writing code.

What You Can Do

  • Create complex workflows without coding
  • Connect 300+ applications and services
  • Automate data flows between your tools
  • Monitor and optimize automation performance
  • Collaborate with your team in real-time
  • Scale automations as your business grows

💡 Tip: Start with our Quick Start guide to create your first automation in under 10 minutes.

Quick Start Guide

Follow these steps to create your first automation:

1. Create a New Workflow

From your dashboard, click "New Automation" and select a template or start from scratch.

2. Choose a Trigger

A trigger is what starts your automation. Examples include:

  • When a new email arrives
  • When a spreadsheet row is added
  • When a form is submitted
  • On a schedule (daily, weekly, etc.)

3. Add Actions

Actions are what your automation does. You can:

  • Send notifications
  • Create records in other apps
  • Update spreadsheets
  • Execute custom code

4. Test & Deploy

Test your workflow with sample data, then activate it when you're satisfied.

Example: Email → Create Task → Send Slack Message Trigger: New Email in Support Inbox ↓ Action 1: Extract email data ↓ Action 2: Create task in project management tool ↓ Action 3: Post notification to #support-tasks Slack channel

Understanding Workflows

A workflow is a sequence of automated steps that perform a specific business process. Each workflow consists of:

Components of a Workflow

  • Trigger: The event that starts your workflow
  • Conditions: Logic that decides whether to proceed
  • Actions: What should happen in each branch
  • Error Handlers: How to handle failures

Workflow Best Practices

  • Keep workflows focused on a single task
  • Use meaningful names for clarity
  • Add documentation to complex workflows
  • Test changes before deploying to production
  • Monitor workflow execution regularly

📚 Learn More: Check out our workflow templates library for pre-built solutions for common business processes.

Triggers & Actions

Triggers and actions are the building blocks of any automation.

Available Triggers

  • Event-based (email, form submission, webhook)
  • Schedule-based (daily, weekly, custom intervals)
  • Data-based (new record, field change, value threshold)
  • Manual (click a button to start)

Popular Actions

  • Send emails and notifications
  • Create and update records
  • Move files and manage storage
  • Post to messaging platforms
  • Execute HTTP requests
  • Run scripts and transformations
// Example: Schedule Trigger Trigger Type: Schedule Frequency: Daily Time: 9:00 AM UTC Timezone: America/New_York Action: Generate daily report and email to team

Integrations Overview

Automated Worx connects with 300+ popular applications including:

Popular Services

  • Communication: Slack, Microsoft Teams, Email
  • CRM: Salesforce, HubSpot, Pipedrive
  • Productivity: Google Workspace, Microsoft 365
  • Storage: Google Drive, Dropbox, OneDrive
  • Analytics: Google Analytics, Segment
  • Databases: SQL Server, PostgreSQL, MongoDB

Getting Started with Integrations

  1. Go to Integrations tab in your account
  2. Search for the service you want to connect
  3. Click "Connect" and authorize the integration
  4. Start using it in your workflows

🔒 Security: All integrations use OAuth 2.0 or API keys. Your credentials are encrypted and never exposed to your workflows.

Troubleshooting

Need help? We've got solutions for common issues.

Workflow Not Triggering

Check if your trigger conditions are correct. Review the trigger logs to see if the event is being detected.

Action Failed

Review the error logs for detailed messages. Ensure all required fields are mapped correctly.

Integration Connection Issues

Disconnect and reconnect the integration. Verify that your credentials are still valid in the integrated service.

💬 Need Help? Contact our support team via email, chat, or schedule a call. We're here to help!