From workflow sketch to Rewst prototype

Sketch a workflow, including the workflow trigger

Module Overview

💡 Automation starts with a clear plan. Before diving into Rewst, sketch out what the process looks like and identify the trigger that will initiate this automation.

Video (1:46 Minutes)

Introduction to Workflow Sketching

It's time to sketch (by hand, or using your favorite flowcharting tool) a simple, prototype workflow for the "Add or Remove User - Microsoft Groups" automation and identify the trigger (the mechanism that "starts" the automation). Your prototype should include:

• A Rewst Form as the Trigger (we'll create the form, and then select it in the "trigger" settings of the workflow)

• A Rewst Workflow with 3 Steps (we'll expand this over the next few lessons)

Here's a visual to use for inspiration:

Action Items

Sketch your workflow, ensuring you’ve identified the trigger (e.g., a Rewst form). Feel free to use the example from this video as a guide.

Navigation

Go back to the lesson page: Lesson 2: Building a basic form and workflow

Go to the next module:

Building the "Add or Remove User - Microsoft Group" form