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Turn repeating work
into a rule.

You hand repeating work to a rule. When something happens, let the notification go out, the task open, the label go on, the owner be assigned — all without you touching it.

No credit card neededFree foreverBuilt without code

Automation module features

From building a rule to watching it run, from ready recipes to outside connections — all inside Workinno.

01

A rule is one sentence

A rule is one sentence: when this happens, do that. You pick the trigger, the optional conditions and the actions from a list; you write no code. Building a rule needs no developer.

TRIGGERWhen a task moves to the “Awaiting approval” stage
ACTIONSend the manager a notification
ACTIONAdd the “urgent” label to the card
You pick the trigger, the conditions and the actions from a list; you write no code.
02

What sets it off

A task created, a stage change, an owner assigned, a comment added, a due date approaching. It works beyond tasks too: a lead landing in a form, a message from a channel, a stock or price change, an accepted quote, a leave request. Automation reaches across the whole workspace.

Stage changedTask created
Form filled inQuote accepted
Stock changedLeave request opened
It works beyond tasks too.
03

What it can do

Send a notification, open a task or subtask, assign an owner, change the stage, add a label, set a due date, start a timer, log a customer interaction, create a bookkeeping entry, send a bulk email and push data to an outside system. A single rule runs several of these one after another. Every step that follows an event goes through on its own.

several actions in one rule
ACTIONAssign an owner
ACTIONCreate a bookkeeping entry
Notifications, tasks, labels, dates, timers and outside calls are all actions.
04

Narrow it with conditions

Conditions decide whether the rule runs every time or only in certain cases. You pick a field, a comparison and a value; with more than one condition you say whether all of them or any of them must hold. The rule steps in only in the case you meant.

CONDITIONPriority equals High
CONDITIONOwner is not empty
Runs when all of them hold
With more than one condition you choose: all of them, or any of them.
05

Where the rule runs

You choose the scope: in one project, across the whole workspace, or only on your own tasks. A personal rule affects only you and gets in nobody's way. You draw a rule's reach yourself.

This projectWhole workspacePersonal
PERSONALAffects only you, gets in nobody's way
You choose the scope while building the rule.
One project · whole workspace · personal
06

Start from a ready recipe

The Automation Store offers the rules people build most often. You pick a recipe, answer a few questions in the wizard and add the rule to your list. You do not have to build from scratch.

Greeting for a new requestrecipe
Tell the manager about late workrecipe
Announce work waiting for approvalrecipe
A few questions in the wizard and the rule is in your list.
07

Every run is on the record

Every time a rule fires it lands in the history: succeeded, failed, running, skipped or rate limited. If the rule did not run, the condition that did not hold is written there with the expected and the incoming value. The reason a rule stayed still is in the record.

SucceededFailedSkipped
the reason it was skipped is on the row
SkippedExpected: high · came in: normal
Tracked as succeeded, failed, running, skipped and rate limited.
08

Rules do not lock each other

By default a rule's actions do not trigger other rules. Even if you deliberately open the chain trigger, an hourly limit and suspension after ten failures in a row run in the background. Two rules cannot put each other in an endless loop.

DEFAULTchain trigger off
GUARDAfter 10 failures the rule is suspended
GUARDAn hourly run limit works in the background
By default a rule's actions do not trigger another rule.
09

Active, draft, suspended

You can stop a rule without deleting it. You prepare a draft and make it active when it is ready; if something goes wrong you switch it off from the row. Trying a rule is not a step you cannot take back.

ActiveDraftSuspended
The switch on the row
You stop it without deleting. Prepare a draft, make it active when ready.
IF IT GOES WRONGYou switch it off from the row
10

A rule on the clock

Some work waits for the hour, not for an event. You set a rule to run every morning, every Monday or on the first day of the month; you pick from ready intervals and give your own time zone. A weekly report or a monthly reminder arrives at its own hour.

TRIGGEREvery Monday 09.00 · Europe/Istanbul
↓
ACTIONOpen the “Weekly report” task
You pick from ready intervals and give your own time zone.
11

A rule on the stage

In a project you attach a rule straight to a stage on the board. What happens when work enters that column is settled in advance; nobody has to remember. Every column on the board carries its own rules.

Awaiting approval2 rules
ON ENTRYTell the manager · add a label
Nobody has to remember.
ON THE BOARDYou attach a rule straight to a stage
12

An instant answer to a message

For customer messages arriving in the Communication hub you build greeting, reply and assignment flows. The first answer does not wait for someone to be free. A customer message does not go unanswered.

TRIGGERA WhatsApp message arrived
ACTIONSend the greeting, assign an agent
The greeting goes out after hours too
You build greetings and assignments for messages arriving in the Communication hub.
13

Use the incoming data in the action

You use what the trigger brought inside the actions. You drop the task name, the name written into a form or the amount into the notification text. Whoever reads the notification does not have to ask what it is about.

TEXT{task name} is awaiting approval
Notification sentFacade revision is awaiting approval
You can drop in the name written into a form, or the amount.
VARIABLEWhat the trigger brought is used inside the action
14

Events arriving from outside

You catch another system's event with an incoming webhook. When something happens over there, your rule on the Workinno side runs. The bridge between two systems does not stay one-way.

Incoming webhookthe outside system fires it
Event receivedorder.created · 14.22
When something happens over there, your rule runs.
ADDRESSYour own incoming webhook address
15

Send data to an outside system

Inside a rule you send data to another system with an outgoing webhook. You do not copy and paste between two systems. You bring your own software into this flow.

ACTIONSend data to an outside system
Addresshttps://mysystem.com/workinno
If it does not arrive, it is retried three times
You do not copy and paste between two systems.
16

Deliveries in one list

You watch all incoming and outgoing webhook traffic from one page. If a delivery failed, the reason shows up right there. When a connection breaks, you see where it broke.

DeliveryResult
Order notificationSucceeded
Stock webhookFailed
A failed delivery shows its reason on the row.
17

Signing keys stay in the vault

A signing key proves an incoming webhook message really came from where it says. The keys sit in a single vault and are never written into the rule itself. A forged request cannot run your rule.

Payment provider keyverifying
IN THE VAULTThe key is never written into the rule
A request whose signature does not hold never gets in. A signing key proves the message came from the right place.
18

Filter your rules

You search the rule list and filter active and suspended rules with ready chips. How many times each rule ran and how many of those failed stays in the list. You read from the list which rule is earning its keep.

Search rules…Active
RuleRunsErrors
Announce anything awaiting approval4120
You filter active and suspended rules with ready chips.
19

Manage rules in bulk

You select several rules and turn them on, off or delete them in one go. As the number of rules grows you do not walk through them one by one. Managing them does not get heavier as they multiply.

4 rules selectedBulk action
Turn onTurn offDelete
As the number of rules grows you do not walk through them one by one.
4 rules selected · bulk action
20

A rule for your own routine

You build personal rules that touch only your own tasks. No administrator permission is needed; you automate your own way of working without touching anyone else's flow. You set up your own routine without asking anyone.

PERSONALRemind me about work assigned to me
PERMISSIONNo administrator permission needed
You set up your own routine without touching anyone else's flow.
Produce my weekly summary on Friday at 17.00
21

Who can build a rule

Creating a rule, editing one and seeing the run history are separate permissions. Not everyone needs to be able to change automation. Responsibility for it stays with certain people.

building and watching are separate permissions
CreateEditSee history
Not everyone needs to be able to change automation.
Permission to create a rule is given separately

Let the chasing leave you and go to a rule

You repeat the same work by hand every day.
You build the rule once and the work happens by itself every time.
Someone always forgets to tell the others a job is finished.
When work changes stage, the notification goes to the right person.
You turn a request that arrived by form into a task by hand.
When a form is filled in, the task, label and owner are already there.
Remembering what is nearly due rests on one person.
As the due date nears, the reminder rule steps in.
The first reply to a new message waits for someone to be free.
A message from a channel gets a greeting and an owner at once.
Afterwards nobody can explain why something never happened.
Every run stays in the history with its date and its result.
Moving data to another system means copying it across by hand.
An outgoing webhook sends data to the other system inside the rule.
FAQ

Frequently asked questions

Do I need to know how to code to build an automation?

No. You build the rule by choosing in a window: pick the trigger, the conditions and the actions from a list.

What does a rule consist of?

A trigger, optional conditions and one or more actions. A single rule can carry several actions.

Where does a rule run?

You choose the scope: in one project, across the whole workspace, or only on your own tasks.

How do I see whether a rule ran?

Every run lands in the history. You see the outcome — succeeded, failed, skipped — and if it was skipped, which condition did not hold.

Can rules put each other in an endless loop?

No. By default a rule's actions cannot trigger other rules. Even if you deliberately turn the chain trigger on, an hourly limit and suspension after ten failures in a row are still at work.

Are there ready-made rules?

Yes. You pick one of the Automation Store recipes and set it up in the wizard; the rule goes straight into your list.

Can it talk to outside systems?

Yes. An incoming webhook brings events in from outside, an outgoing one sends data to another system. You watch the deliveries from a single list.

Can I stop a rule for a while?

Yes. A rule can be active, a draft or suspended. You switch it off from the row; you do not have to delete it.

LAST STEP

Build your first rule today.

Pick a ready recipe or build your own rule. From today on, let repeating work happen by itself.

Free forever
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Automation · Features · Workinno