Start with the trigger
A workflow starts when something happens. That starting event is the trigger: a purchase request is created, stock falls below a threshold, a document is uploaded, a quotation is awarded, or a sync failure is logged.
Choosing the trigger too broadly creates noise. Choosing it too narrowly makes the workflow miss real work. The builder should match the trigger to the business event that actually needs a response.
In practice, a low-stock workflow should start when an item crosses the reorder threshold, not every time someone opens the item page. The trigger should reflect a meaningful operational change.
Workflow anatomy
Trigger
The operational event that starts the workflow.
Condition
The rule that decides whether the workflow should continue.
Action
The system work performed automatically.
Task
The human follow-up when judgement or evidence is required.
Publish
The controlled step that turns a tested draft into live behavior.
Key takeaways
- Triggers are the events that start workflow execution.
- A good trigger represents a real operational change.
- Broad triggers create noise and unnecessary actions.
- Narrow triggers can miss work that needs attention.