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.