Automation Workflows

Content

Overview

How to get started

How to add enrollment triggers 

How to activate your automation workflow

How to make changes to a workflow

 

Overview 

The Automation Workflow feature has been carefully designed and developed to meet specific customer requirements and to enhance and optimize user experience. It allows users to create unlimited and highly customized automation project flows that align with their needs and that are vital to streamline processes. 

Whether you wish to connect your string library with HumanAI, add an internal review step or simply want to make sure your assets are used in a specific way - the workflow feature lets you design all of this and more. 

 

Click on Automation Flows in the side bar to see an overview of all your available customized workflows. By default, the project flows are displayed as cards, showing the name, the creation date, the last date the flow was modified and the status (On or Off). Alternatively you can choose a list view by clicking on the row icon next to the Create flow button on the top right.

When a flow is active the card is set to On and shows a green light. If your flow is inactive its status is set to Off. Please note that a flow set to Off cannot be selected during project creation. You can delete a workflow by clicking on the three dots and choosing Delete flow.

How to get started

A new flow is created via the Create flow button in the top right corner.

In the dialog box you are prompted to add a name. Additionally you have the option to add a description for documentation purposes. The flow name cannot exceed 55 characters, and the description is limited to 1000 characters. The name and description can be changed and expanded later on via the Workflow details tab after clicking on Create flow.

Click on Workflow setup to start building your custom workflow. By default any new flow is inactive and can be activated during setup as described in the next section. 

Click on Enrollment triggers and proceed to Choose an action on the right to start the workflow customization. You can choose from the following ten actions:

1	String Library	Translate your string library using a specific workflow. Create a flow and connect it to your library to send content for translation.
2	Upload source file	Use this trigger to start the workflow by uploading a source file.
3	Term Approval	Add a term approval step to pre-check extracted glossary terms before the translation process.
4	HumanAI	Use highly customized AI-powered translation for fast and automated content translation with humans in the loop.
5	Machine Translation (MT)	Automatically translate content using non-customizable machine translation.
6	Human Translation	Assign a professional freelancer to translate your content.
7	Review	Assign a reviewer to further review and refine a translation. Only available in connection with a preceding Human Translation or HumanAI step.
8	Internal Review	If you or a member of your team want to revise translations internally add this step after the Complete Project step to gain access to the internal review editor.
9	Complete Project	Finalize your workflow - only the Internal Review can follow this step.
10	Quality Assurance	Add a QA step to have a freelancer perform a quality check before project completion. Only available for Human Translation.

To facilitate the creation of your flow, the triggers you can choose from depend on the current workflow configuration. This ensures that your flow keeps a coherent logic.

How to add enrollment triggers

To start your flow, select one of the two available actions in the Choose an action section - String library or Upload source file.

 

 

Upload source file: This trigger requires you to upload a file to the platform to provide content for translation. Please provide all required information necessary to activate the project flow.

Language Settings: Choose your source language and add as many target languages as needed. Make sure that you have the relevant freelancers onboarded to your account. For information about how to onboard your team see HERE.

Template: Templates are used to store pre-set configurations used during project creation and processing. They ensure that repeat project criteria, such as formatting and AI model configuration, can be maintained across projects. Templates are configured by your AI training specialist who can answer any questions you might have. If you leave this field empty the system will create a default template for your chosen source language. Note that a default template should never be used with HumanAI.

Translation memories (TMs) and glossaries: These fields let you connect translation assets available in your account. Note that the primary TM and glossary are set up to both read from and write to the asset. The secondary assets are used to provide matches and suggestions but new segments and terms do not get added there. You can find more information about language assets HERE.

Split file: The system offers the opportunity to split a file into several tasks upon project creation. This provides you with the opportunity to assign each sub-project to a different linguist to speed up turnaround. This is recommended for larger Human Translation projects. 

When done, click Save to continue.

String Library 

This action lets you connect a string library to a specific workflow. Choose the libraries you would like to pair with this workflow from the drop-down menu (left) and customize your string automation via Type (right). If you choose Manual, you will always need to start the translation manually. You can also automate the project creation by choosing Auto and setting a trigger threshold. A value of 50 indicates that if more than 50% of your strings are not translated, the flow will be triggered and the translation started automatically. You can read more about the String library HERE.

When done, click Save to continue.

 

 

To continue the setup click on the plus in the workflow and choose one of the next recommended actions:

 

HumanAI & Term Approval: A HumanAI setup is designed and maintained by your AI training specialist who will make sure that the flow is tailored to your specific needs. The HumanAI workflow can be preceded by a Term Approval step. Please note that this feature is only available in combination with HumanAI. 

 

 

 

 

 

 

 

 

 

 

Machine Translation (MT) & Human Translation: you can use Machine Translation as the main step in your workflow or use it in combination with Human Translation. Note that you will need to add the required languages and assemble a team of freelancers in order to use the MT trigger with Human Translation.

Review: an additional review step can be added to the workflow after either the Human Translation or HumanAI step. To use this step you are required to onboard a reviewer to your freelancer team. They will perform a full review of the translated content. 

 

 

 

 

Quality Assurance: this additional QA step can only be added after a Human translation. A freelancer will perform a quality check on a representative sample before project completion. The setup lets you define the frequency as well as the QA parameter thresholds according to your requirements.

 

 

 

 

 

 

 

Project Completion & Internal review:  this trigger will finalize your workflow. The only subsequent step you can add is the Internal review which lets you or a member of your team make changes to the translation output and save it to the translation memory.

 

 

 

How to activate your automation workflow

In the draft stage changes to the workflow are automatically saved. Once set up, you can activate and deactivate the flow using the toggle on the top right. Note that if the workflow is set to Off it won’t be available and displayed in the drop down menu during project creation.

How to make changes to a workflow

In order to change a step in the workflow, proceed to the trigger you would like to change and click on the three dots for more options. You can choose between Edit this action or Delete this action and all after it. To avoid workflow logic issues, all steps after the step you wish to change will be deleted and you will need to manually finalize the workflow again.