Automation Workflows simplify tasks, helping you to stay up to date on the competitor movements that matter to you.

Workflows are a series of automated actions triggered by new insights collected by Kompyte or user behavior.

Automation can also be used to help internal communication as well as align product marketing, CI and sales

How to get started with Automation workflows

Start from your Automation Hub. Here you can see your Workflow Dashboard and Workflow List. Your list will include active Workflows that you’ve launched and inactive ones that you are in the process of creating.

Once you have several Workflows, use the filter and sorting tools to quickly locate them by Type, Create date, etc. and manage your automation.

Creating an Automation Workflow in Kompyte

Step 1: From your Automation Dashboard, select Create Workflow on the right-hand side:

Step 2: Name your Workflow and select Set a Trigger.

There are 2 trigger types in Kompyte, Collect-based and Trait-based. When creating a workflow you’ll need to choose a type.

  1. Collect-based workflows - series of automated actions triggered by new insights collected
  2. Trait-based workflows -  series of automated actions triggered every time a critical competitor trait is been updated.

“Collect-based” workflows 

Start by setting Enrollment Triggers:

  • Company: Specify which competitors you’d like included in this workflow
  • Title: Insight title generated by Kompyte semantic Ai or user-curated
  • Description: Insight content 
  • Saved Filter: Saved Collect Feed Filter
  • Taxonomy: Category assigned by Kompyte Artificial Intelligence 
  • Tag: Tag assigned by a user or an Automated Workflow
  • Highlight: Highlight assigned by a user or an Automated Workflow

Next, choose an Action to be taken:

  1. If/Then Branch: Continue to build the blocks of your workflow
  2. Tag: Automatically Tag (categorize) your insight (see Automated Report use case)
  3. Pin to a trait: Pin this insight to a particular competitor trait (see Review Task Queue use case)
  4. Highlight: Automatically Highlight (mark as  important) your insight (see Automated Report use case)
  5. Send an e-mail: Send an internal communication (see Sales Team Alert use case)
  6. Send a Slack Message: Send an internal communication
  7. Send to Trello: Send to Trello board for project management
  8. Send Microsoft Teams notification: Send an internal communication

“Trait-based” workflows 

Start by setting Enrollment Triggers:

  • Company: Specify which competitors you’d like included in this workflow
  • Updated: Select update timeframe
  • Board: Select a Competitor Board. Boards are company sections in your central repository. These should be customized.
  • Trait: Traits are the sections of a Competitor Board
  • Value: Specify a unique keyword or term

Next, choose an action. You will have the same actions available in Collect and Trait-Based Workflows (see above).

How to activate a workflow in Kompyte

Once you’re finished, you can select the toggle in the right-hand corner to activate or inactivate your workflow:

The workflow will then appear as active in your Automation Dashboard.

Automation Workflow Use Cases

Real-time Alerts / Workflow type: Collect Based

Use this trigger if you want to receive an email every time there is a new pricing update from your tier 1 competitors. Alerts can also be delivered through Slack or Microsoft Teams.

Automated Reports and Digests / Workflow type: Collect Based

Use this trigger to automatically TAG the update with a given tag at the same time. Tagged insights can be added to automated reports. To create an automated report, configure an Insight report for whichever set of tags you wish from the Report hub:

Create a High Priority Insight queue to review / Workflow type: Collect Based

Use this trigger to automatically PIN the update to a competitor trait. Pinned insights can be reviewed later, allowing you to create a high priority insight review queue for team members separated by a competitor, business vertical, topic, etc.

Alert your Sales Team for important Updates / Workflow type: Trait Based

Use this Workflow to send an automated Alert to a channel, team or person anytime a Competitor’s pricing is updated by a manager. In this case, the CI Channel will get a Slack alert anytime their direct Competitor’s pricing changes

See more uses here

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