Workflow Automation lets you create rules that automatically perform actions when specific events happen in your store — like sending an email when a sale is completed or notifying via Telegram when a customer is created.
How It Works
Each workflow has three parts:
- Trigger — the event that starts the workflow
- Conditions — optional filters to narrow when the workflow runs
- Actions — what happens when the trigger fires and conditions are met
Available Triggers
| Trigger | Fires When |
|---|---|
| Sale Completed | A sale is finalized at the POS |
| Customer Created | A new customer is added |
| Expense Created | An expense is submitted |
| Employee Clocked In | An employee clocks in via POS |
| Production Completed | A production order is finished |
| Leave Requested | An employee submits a leave request |
Conditions
Add conditions to filter which events trigger the workflow. For example, "only when sale total is greater than 5,000" or "only when the customer's city equals Manila". Conditions use AND logic — all conditions must be true.
Actions
- Send Email — send an email to a specified address with a customizable subject and body. Supports template variables like
{{customer_name}}and{{total}}. - Send Telegram — send a Telegram message to a specified user or group.
Pre-built Templates
Start with one of the 5 pre-built workflow templates and customize to your needs, rather than building from scratch.
Token Billing
Each workflow execution costs AI tokens: 5 tokens base, plus 10 tokens per email action and 5 tokens per Telegram action.