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Get Ahead with Softr: Exploring the New Workflow Feature

If you're building in Softr, your day just got better! Softr has released an exciting new feature – workflows. This addition allows you to automate action steps directly from your software applications, streamlining your processes like never before. In this post, we'll walk you through this feature, step by step, to unleash the full potential of your no-code projects.

Why Understanding This Feature Matters

When software applications introduce new features, it's crucial to understand their impact on your current workflows. With Softr's new workflows, you can integrate automation directly within the platform, potentially reducing or even eliminating your reliance on third-party automation tools like Zapier or Integromat.

How to Navigate the New Workflow Feature

The workflows can be accessed from your software dashboard, allowing you to start building right away. You have the option to create workflows from scratch or use existing templates. The feature supports a variety of triggers and actions, including handling records in your Airtable, Gmail, and Google Sheets integrations. You can set instant or timed triggers to best suit your needs and utilize advanced options like webhooks and AI components in your automation.

Practical Tips for Leveraging Workflows

• Start from the dashboard: Ensure you're on the dashboard level to access workflows, as they're not embedded within specific applications.
• Use AI components: While AI triggers are still developing, you can implement Softr AI components for action steps.
• Keep an eye on timing: Understand the time component of your workflows; some triggers might have a delay based on your plan tier.
• Leverage integration: Combine Softr workflows with your existing data sources like Airtable or Google Sheets for enhanced automation.

Conclusion