Keeping things nice and organized is great for any business. The same goes for saving precious time on routine work which could be easily replaced by well-orchestrated “conveyor belt” processes. Sprinklr workflow automation is, by all means, a lifesaving and efficient feature to surely get ahold of and use to your business's advantage.

In this article, we’ll answer commonly asked questions revolving around Sprinklr workflow rules, give examples of their use cases, explain which elements the rule consists of, and even provide you with an easy step-by-step guide on how to set up workflow rules on several example cases. Let’s get started!

What is a Workflow Update Rule in Sprinklr?

Workflow Update rules (or simply workflow) is an automation tool in Sprinklr that offers time-saving solutions for making different internal processes of a company switch from manual work and for optimizing various procedures. Workflow rules indicate specific criteria to be met in order to trigger automated actions. For instance, based on a record change (like the “Date” field) on an Opportunity, an auto-notification email alert can be sent to a User.

This means that with properly functioning workflows, you may simply eliminate the human factor “from the everyday work equation”, stop wasting resources, and get rid of the constant necessity to keep things in your head.

Workflow Update Rule Use Cases

There are endless ways you can use workflows update rules, but of course, it is easier to illustrate what is a workflow in Sprinklr with some examples. Mentioning the specific things that can be performed, you may automate the following workflow actions in Sprinklr:

• updating fields,

• sending email alerts,

• sending outbound messages.

To see these four actions in use, let’s take a look at a couple of cases.

Updating fields

A common use case of workflow rules is the function to overwrite field values with new data. This is, perhaps, the most frequently used action but note that it won’t work in the cross-object(accounts, users, dashboards, etc… ) case. A simple example would be, if a post is overdue from the approver’s side, the “Status” field could be automatically changed to “Delayed” based on the Date. This time-dependent action could be handy for monitoring the orders and taking further action.