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Summary
John shared an example from the field: a non-developer built a Workflow Automation flow that runs every Monday, pulls customer opportunity data from Salesforce via Databricks, formats it into an HTML report, and emails it to the right people. It replaced a Power BI report that used to sit somewhere and get missed. Now it arrives in your inbox. John is running a series of these enablement demos over the coming weeks, with progressively more complex flows built by people without a coding background.
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Transcript
OK.
John Ivatt 49:55
Hello, my name is John Ivatt, and I've been doing some enablement for Evo Workflow Automate, and I'll be showing off an example flow that people have been starting to build. This one isn't too long, but I'll be going over why it was built and what it does. And then throughout the next few weeks, I'll be showing more and more complex ones that people have been building.
And these are often people who don't do a lot of coding, but might have experience with NAN or other workflow platforms. So this was a simple flow that was built by, or simple for what might be me, might be more complex for them or other people. This is a flow that takes a premier customer success plan customers. where they've got opportunity to close one and emails them as a report to the people who need it.
So we'll start it with a schedule trigger, so it runs weekly. I think it's at Monday at half nine every morning, although that is set to UTC, so the time zone might not actually be half nine for us. It then queries Databricks, which I believe is a Salesforce table that's actually pulling from.
Yeah, it looks to be Salesforce about the opportunities that are closed on with a customer, a premier customer success plan. He would then format the code with a code node. This is because within an HTML template, you can't run JavaScript.
So he's cleaning up that before we get to the HTML template with a code node, which then formats it to be set into a report hub and an e-mail that's sent to the right person. So I'm going to start running it now. And this is just a bit of a demo of what people have been starting to build, and how that.
This enablement has allowed people to start. Building things. So hopefully within the next few minutes, I'll get an e-mail about it.
But in the meantime, we'll also show you that this has not only been published in an e-mail, but it has also gone to a reports area. Full screen, so we can see that we've got quite a few customer success plans for hospitality that have been sold, as well as an e-mail that comes off the back of it, which I changed to going to myself, but it's still coming from William who built the flow. Previously, this was a Power BI report that would just sit somewhere. but they asked for it to be emailed to them.
And it also means that you're less likely to miss it if it's come through on your emails as something for you to pick up throughout your day, especially if you're one of those people who works with their emails every morning. So this was just a quick example flow of what people have been starting to build, and I'll be showing off further. and slightly more complex ones next week. That's all.