Shared Features

Workflows

Automate cross-product responses. Maya uses Automation Workflows to post Slack alerts when server monitoring fails or domain renewals approach, while legacy workflows remain for older rules.

Real-world scenario

Maya Chen · IT Manager at Bluewave Labs

After connecting Slack, Maya builds an Automation Workflow: when prod-api-01 uptime check fails, notify #platform-alerts and assign a P2 ticket to Carlos, so Alex gets signal without manual forwarding.

Before you begin

  • Admin access to My Organization
  • Background workers running (npm run workers)
  • Slack connected for notification actions. see Integrations

Overview

WorkVerge provides two workflow systems. Automation Workflows is the modern, cross-product engine Maya should use for new work. The legacy workflow builder remains for older automations until you migrate them.

Automation Workflows

  1. 1

    Open My Organization → Automation Workflows

    This is the current cross-product engine, use it for all new automations across ITAM, ITSM, and DEX.

  2. 2

    Pick the product tab for your trigger

    ITAM covers domain expiry and device events; ITSM covers tickets; DEX covers surveys and lifecycle.

  3. 3

    Create or duplicate a workflow

    Start from a template when one matches, e.g. notify Slack when server monitoring fails.

  4. 4

    Define trigger, conditions, and actions

    Common actions: send email, post Slack notification, update status, create ticket.

  5. 5

    Edit on the visual canvas and activate

    Open the workflow detail canvas to wire branches. Activate only after workers are running.

Full documentation: Automation Workflows. includes email templates, canvas editing, and product-specific trigger lists.

Example workflow

Bluewave Labs: prod-api-01 uptime alert

  • Product tab: ITAM
  • Trigger: Server uptime check failed
  • Condition: Server name contains prod-api
  • Actions: Post to #platform-alerts · Create P2 ticket · Assign to Platform on-call
  • Status: Active (workers running)

Workers required

Automations queue in BullMQ but do not execute without background workers. Ensure npm run workers is active in your deployment before relying on Slack alerts.

Legacy workflows

The older Enhanced Workflow Builder at /org/workflows supports existing automations. Migrate new work to Automation Workflows for product-tagged triggers and the modern canvas editor.

DEX-specific survey automations also live under DEX Automations when triggers are engage-only.

Combine with WorkVie AI

Alex may use action plans for human steps; Maya wires the repeatable alerts and ticket creation through Automation Workflows.

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