Key Concepts

Learn the concepts of Airdesk Automation

Workflows

Workflows allow you to automate actions within your system based on criteria that you set. Automation workflows are made up of three parts: triggers that kick off the flow, conditions that refine the rule, and actions that perform tasks in your site.

Triggers, conditions, and actions are the building blocks of automation. Simply combine these components to create workflows that can do anything from auto-closing create new tasks to notifying specific teams when a ticket changes state.

Triggers

Every workflow starts with a trigger. They kick off the execution of your flow’s. Triggers will listen for events in Airdesk, such as, for example, when a project is created or when a field value is changed.

Triggers can be set to run on a schedule and can be customized before being applied to a workflow.

Conditions

Conditions are one of the most important functions to create powerful workflows. With them we can create loops to validate various records, create custom properties, use the If/Else functions, among others.

Actions

As the name implies, these are the actions that we want our workflow to perform. It can be from sending an email, creating a project, creating a task, sending a report, etc.

Variables

Variables allow you to access and manipulate a wide range of data from your Airdesk workspace. They can add significant power and complexity to your rules. For example, {{adn["Project Trigger"]["name"]}} off the name of the project.

Assigned to

The Assigned to field is where the workflow creator can choose who is going to run the automation. This user must have the relevant permissions to trigger the flow and complete any actions that may be performed.