This article outlines all the steps required to setup your first flow.
The basic overview of flows is described in the "Discover Flows" article.
1. Create a new flow.
Go to yoursubdomain.tekst.com/automations and click "New Flow". The placement of this button depends on the view you use (grid or list view):
2. Select an inbox.
Select the required inboxes and hit "Apply". Flows can run on 1 or more inboxes but require at least one inbox to be configured. If you configure more then 1 inbox, they need to be the same type. You cannot mix Outlook and Zendesk in one flow for example.
3. Build your first flow
You are now ready to build your flow. You can give the flow a name and a description and add more building blocks.
A possible building block is adding a label in Outlook.
This can be done by adding the condition for the email address. You can do this by hovering over the 'Tekst Processing' Block and clicking on the '+' icon:
This allows you to add new blocks. Select "Conditions" and click "Filter". In the Filter you can now add the required variable, which in this case is the email address.
You can now select the operators. In this case we want to validate whether the sender is EQUAL to support@tekst.com so that's the operator we'll use.
The result will look like this:
The filter will result in a yes or no:
- In case of no (the email did not come from support@tekst.com) we will stop the flow.
- In case of yes (the mail did come from support@tekst.com), we can add a new block again by hovering over the circle and clicking the '+' button.
We now want to add the action "Add Labels". In this action block we can enter the label we want to add to the mail if the conditions above have been fulfilled.
In this example we'll write 'Important'.
Congratulations, you have now built your first flow!
The flow is now complete and looks like this: