One run, start to finish
A Monday report: it reads last week's mail and numbers, writes the report, waits for you, then sends it and keeps a record.
- Schedule firesMonday, 08:00
- In parallelMailboxRead last week's mailboxRecordsPull the numbers from your records
- In your wordsDraft the report
- Approval gateHold for your approval
- Released togetherSentSend it to the listLoggedRecord what the run did
What starts a workflow
Whatever starts it, the run that follows is the same, with the same approvals and the same record.
Written in plain words
Write the process the way you would explain it to someone new. Kaer turns it into steps you can check before it ever runs.
Every Monday morning,read last week's mailand pull the week's numbers from our records.Write a short report on what came in, what went out and what's overdue.Send it to me to checkbefore it goes to the team list.
- 1TriggerEvery Monday, 08:00
- 2ReadMailbox, last 7 days
- 3PullThis week's numbers
- 4DraftIn, out, overdue
- 5ApprovalYou
- 6SendTeam list
Start with the job you do every week
Start from a template or describe your own.