Workflow Automation in Taskip allows you to automatically take action when something specific happens, like receiving a new email. It saves time by handling repetitive tasks for you, so your team can stay focused on what really matters.

Step 1: Open the Workflow Section #

1. On the left sidebar, click Workflow
2. You’ll land on the Workflow Automation dashboard, which shows all the workflows you’ve set up.

Step 2: Add a New Workflow #

1. Click the + Create Workflow button on the top right corner of the page.
2. You’ll see a setup screen where you can define:
   • When something happens (e.g., a new email arrives)
   • What should happen next (e.g., tag the message)

Step 3: Set the Trigger (When Something Happens) #

Under the If section:

• Choose a trigger like Subject, Sender, or Message Content.
• Pick the condition type like Contains, Equals, etc.
• Fill in the value — for example, “[Contact Form]” if you’re tracking incoming form submissions.

To add more conditions, click + Add Condition.

Example: “If the subject contains [Contact Form]”

Step 4: Choose the Action (What Happens Next) #

Under the Then section:

• Choose what action should be taken when your condition is met.
• For example: Assign Tag and select Customization or any other tag you’ve set up.

You can add more than one action, like:

• Tagging
• Assigning to a team member
• Moving to a folder

Example: “Then assign tag Customization”

Step 5: Save and Activate #

1. Click Save to store your new workflow.
2. Make sure the workflow is set to Active so it starts working right away.

You’ll now see your workflow listed with info like:

• Category (e.g., Inbox)
• Status (Active/Inactive)
• When it was created
• How many times it has run

Example Scenario #

Workflow Name: New Email Received
Condition: Subject contains [Contact Form]
Action: Assign tag Customization
Why It’s Useful: Instantly organize incoming messages without lifting a finger.