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Workflow Automation

1. What It Is​

Workflow Automation in SynergyOS lets you automate actions across the platform—such as sending notifications, updating metadata, or assigning tasks—based on defined triggers and conditions. Workflows are currently implemented via code and can interact with all SynergyOS apps, enabling custom business logic at scale.

2. Why It Matters​

Most business processes involve repeated, manual steps—reminders, approvals, assignments—that waste time and introduce errors.

Workflow Automation solves this by:

  • Triggering actions when something happens (e.g. a file is uploaded or a task is due)
  • Connecting apps like Drive, Notes, Tasks, and Email
  • Enforcing consistency, reducing errors, and freeing up your team for more valuable work

Today, it’s a powerful backend tool for developers. Tomorrow, a visual interface will bring automation to everyone.

3. How to Use It​

Code-Based Workflow Definition (Current Method)​

Workflows are written in code and deployed to the backend by administrators or developers.

  • Triggers: Define events that start the workflow (e.g. file creation, due date approaching, email received)
  • Conditions: Add logic to determine when the workflow should continue
  • Actions: Perform operations like sending emails, editing metadata, creating tasks, or moving files

Example Triggers and Actions​

  • File uploaded → Notify reviewer
  • Task due in 3 days → Send reminder to assignee
  • New note tagged "Call Log" → Create follow-up task

Cross-App Support​

Workflows can operate across all SynergyOS apps:

  • Link emails to tasks
  • Update metadata in Drive when calendar events change
  • Trigger pipelines or status updates across folder types

Future: Visual Workflow Builder (Planned)​

  • Drag-and-drop GUI for non-technical users
  • Visual logic to define triggers, conditions, and actions
  • Real-time monitoring and testing of workflows

4. FAQ​

Do I need programming skills to create workflows?
Yes. Today workflows are code-based and managed by admins or developers. A graphical builder is in development.

What programming languages are supported?
Languages depend on your server setup, commonly JavaScript, TypeScript, Python, or Java. See technical documentation for details.

Can workflows interact with external tools?
Yes. They can call APIs, sync external systems, or trigger webhooks.

Do workflows respect permissions?
Yes. All workflows follow SynergyOS’s built-in permission model to prevent unauthorized actions.