What are workflows?

What are Workflows?

Workflows let you automate a series of communication actions so your team can respond faster when it matters most. Instead of manually sending notifications, initiating conference calls, or coordinating responses one step at a time, a Workflow does the work for you — triggered in seconds by a single action.

A Workflow can be as simple or as layered as your situation demands. A single notification to one group, or a multi-step sequence that sends alerts, initiates a conference call, pages a duty team, and delivers a Craig situational awareness briefing — all triggered at once.

How Workflows can be activated

Workflows can be activated in four ways:

From the Dashboard — select and run a Workflow directly from the Connect Rocket web or mobile app.
By text message — send a text message containing your Workflow's activation code to your Connect Rocket phone number.
By telephone keypad — call your Connect Rocket phone number and enter your activation code using the keypad.
On a schedule — set a Workflow to run automatically at a recurring time. For example, a weekly timesheet reminder sent every Friday morning.

Text message and telephone keypad activation require a phone number to be configured on your account. See Understanding Alphanumeric Activation.

What a Workflow can do

When activated, a Workflow can execute one or more of the following actions:

Send a Notification — deliver a text, voice, or email message to one or more groups.
Initiate a Conference Call — connect your team on a live call the moment a Workflow is activated.
Send a Pager Notification — page designated contacts via numeric, alphanumeric, or voice pager.
Run a Craig Prompt — automatically deliver a situational awareness briefing to your team at the moment of activation.
Trigger a Webhook — send data to an external system as part of a broader automated process.

You can add one or many actions to a Workflow, and each action is configured independently.

Common uses

Workflows are built around the situations your team responds to most often. A few examples:

Activating your Emergency Operations Centre — notify staff, initiate a conference bridge, and deliver current weather and hazard data in one step.
Paging your on-call duty team when a Message Line receives an after-hours call.
Sending a weekly readiness check to all members every Monday morning.
Automatically briefing a SAR crew with current avalanche and weather conditions at the moment of tasking.