Tool-Path

Learn the fundamentals of Paragon

Tools included

Experience: 

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.  

What will you learn?

Connecting a data source to ParagonStart now ⭢

To begin exploring the fundamentals of Paragon Automate, you will learn how to connect Paragon to a data source. In this tutorial, you will connect a Google Sheet to Paragon and begin building a workflow.

Working with function steps in ParagonStart now ⭢

In this tutorial, you will explore function steps to create dynamic filtering of your data within Paragon.

Adding conditional logic in ParagonStart now ⭢

In this tutorial, you are going to setup conditional logic in your workflow to check a list of staff member birthdays and work anniversaries to determine if any fall within the upcoming week.

Sending automated emails with ParagonStart now ⭢

Learn how to format data generated from a workflow to create an email containing your workflow data.

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