Intermediate to Advanced

For those who want to:

  • Build workflows across applications
  • Automate action events based off conditional logic

Learn the fundamentals of Paragon's automation platform by building a workflow that looks at a list of employee birthdays and work anniversaries and sends an email if any fall within an upcoming week. This workflow will show you how to connect to a data source, how to filter data, setup conditional logic, and send automated emails.

This tool-path was built by our Creator in Residence, Tessa.  


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