How to create, modify and delete your automation flows
Different companies and projects require different workflows. Keeping that in mind, the automation flows feature has been thought about and developed to enable each team to create unlimited automation project flows to fit their needs and simplify their experience on the platform.
The automation flow overview page
When you arrive on the automation flows page, you get an overview of all the project flows you have created. By default, the project flows are displayed as cards, showing the name, the creation date and the last modified date of the project flow and its status ("On" or "Off").
The workflows are sorted by the created date. The last workflow created would be the first one to be displayed.
You have the possibility to activate or deactivate your automation flows. When a flow is active and ready to be used the card is set as "On" with a green light next to it. If your flow is not activated its status is set as "Off". Please note that a flow set as "Off" cannot be selected when you create a project.
By clicking on the row icon next to the “Create flow” button, you have the possibility to change the card display view of your existing project flows to row display view.
Create a new flow
To create a new flow, you are required to add a name, and you have the option to add a description to it.
Please note that the flow name is limited to 55 characters and the description is limited to 1000 characters. Passed this limit, you will not be able to go further in the creation process.
Simply click on "Create flow" to create a new flow once the fields have been completed. Once you have clicked "Create flow" a new card will appear in your overview. If you no longer wish to create a flow, click on "Close" instead.
Design your flow
To design a flow, click on the flow card (or row) in the overview page you wish to design. Once you click on it, you will be redirected to the design side of your workflow
Upload source file: If you are using this action as the first action, you will be required to upload a source file to proceed with your flow when you create a project.
You have 10 actions you can select from:
String Library: Translate your String Library via the workflows. Create a flow before sending your strings for translation
Content generation: The aim of this action is to generate product descriptions by simply adding a few keywords about the product when you create a project.
Internal content generation: Enables the content generation editor
Machine Translation (MT): The content you are providing in a project is going to be translated using machine translation.
Supplier Translation: The content you are providing in a project creation is going to be translated by a translator of your team. In this step you can also select which translator you'd like your task assigned to. Click on the step, and follow the instructions
Supplier Review: A new translator of your team will review the translated content. This action can only be used after using the translation action in a previous step of the flow.
Internal Review: This action gives you the ability to do revisions yourself. It can be on translated (and reviewed) content, or just machine translated content.
Complete Project: This concludes the end of your flow. You are only able to add Internal Review after it.
Quality Assurance: The action that will include a QA task to be performed on your translation task
To facilitate the creation of your flow, only certain actions would be available to pick, depending on which action you take. That way we make sure your flow keeps a coherent logic.
To build your flow, simply:
(1) Select one of the two available actions in the actions section to start your flow.
(2) Click on "Add" at the bottom of the actions section.
(3) Once the action is setup, you can add a new action in the actions now available by selecting it in the actions section.
(4) Click on "Add" at the bottom of the actions section.
(Repeat the process as many times as needed).
You can either finish your flow by using the "Complete Project" or top it up by adding the "Internal Review" action.
How to activate my automation flow
During the design phase of your flow, your flow is automatically saved in a draft state, to activate it and be able to use the automation workflow you created when you create a new project, you need to click on the slide button in the top right corner to turn "ON" your workflow. If you wish to deactivate it, simply click on it again to turn it "OFF".
How to change a step
You always have the possibility to change a step in your workflow regardless of its state. However, you need to keep in mind that due to an eventual logic issue, the steps added after the step you wish to change will automatically be removed and will have to be manually added again.
Changing a step is very easy, to do so, simply:
Click on "actions" on the step you wish to change.
Either click "Edit this action" or "delete this action and all after it"
Change the name and/or the description of a workflow
If the name and/or description of a flow does not fit anymore, you have the possibility to update it. To do so, simply:
Click on "Settings" next to "Actions" on the right side of your screen.
Change the name and/or the description in the top left corner of the page by clicking on the field
Click on the "Save" button or click on "Cancel" to disregard the changes.
Remember that the name of a flow has a 55 characters limitation and the description has a 1000 characters limitation.
Automation flow limits
Depending on what tier you are subscribed to, you might be limited to an extent when trying to create new automation flows.
When you hit your maximum limit on your flow, you will be notified on the platform that you cannot create more flows before upgrading. Please reach out via our chat to hear more about what options we have available for you.
See below for tier structure to get a quick overview of what is included in each tier