WorkflowOfficial
Protokollseite für den Jour fixe anlegen
Every Monday at 8:00 the workflow creates the minutes page for the team meeting with agenda, outcomes and tasks and tells the facilitator.
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WorkflowOfficial
Statuswechsel melden
When a record's status changes, the people responsible and whoever created the record get a notification with the new status.
WorkflowOfficial
Tägliche Übersicht überfälliger Einträge
Every morning at 8:00 the workflow finds all records past their due date that are not done yet and sends the list to one person.
WorkflowOfficial
Fragen für den Journaltag
Every new day in the journal automatically gets prompts for the morning and evening: gratitude, the most important thing today and what I learned.
WorkflowOfficial
Formular: Bestätigung und Team informieren
After every form answer the sender gets a confirmation by e-mail and the team a notification in the app.
WorkflowOfficial
Wochenbericht
On Fridays at 15:00 the workflow finds the records completed this week, has the AI summarise them, creates a report page and posts it to the chat.
WorkflowOfficial
Webhook → Eintrag
Another service – monitoring, a third-party form – calls the workflow's address; it becomes a record in a database.
WorkflowOfficial
Unterseiten auf der Übersicht verlinken
When a new page is created directly below a page, the workflow appends a link with a one-sentence description to the overview – never twice.
WorkflowOfficial
Eingehende Mail → Ticket
An e-mail to the workflow's address becomes a record: the AI reads the title, description and urgency, the sender gets a confirmation.
WorkflowOfficial
Formular → KI-Kategorie → Zuweisung
The AI puts every form answer into a category; each category makes a person responsible and notifies them. When the AI is unsure, the team lead decides.
WorkflowOfficial
Erinnerung vor Fälligkeit
Two days before the due date at 9:00 the people responsible get a push notification – only if the record is not done yet.