TABLE OF CONTENTS
(A) Definitions
Independently Workflow Automations
https://app.independently.ai/customizations/automations
Any internal Independently workflow triggered on a given event with one-or-more logic or action steps.
- MUST belong to one Independently "module" type (IE. `worker`, `engagement`, etc...)
- MUST have one-or-more "trigger" event(s) to start the workflow (IE. `schedule`, `onNewEngagement`, etc...)
- MUST have one-or-more "node" step(s) of workflow logic or actions (IE. `wait`, `sendEmail`)
Independently Email Templates
https://app.independently.ai/customizations/emailTemplates
A templated system email used in-app or triggered by an Independently Workflow Automation.
- MUST belong to one Independently "module" type (IE. `worker`, `engagement`, etc...)
- MAY OPTIONALLY included embedded data referenced from other "module" types
- MAY OPTIONALLY include templated variables and functionality
- MAY OPTIONALLY be whitelisted/co-branded with a company Logo (*Premium Feature*)
(B) Automations List
External ID: "{namespace}-{onEvent}-{shortDescription}"| Email Automation Name (who-what) | Sent To | Triggering Event Logic | Description |
| worker-outstanding-engagement-action-items-risks-with-recommendations-email | Worker | After an engagement is created waits 1 day and if statement checks that they completed the survey process and if critical and high recommended action items are missing and sends notification to worker listing recommended action items | Worker outstanding Engagement “Action Items” (Risks With Recommendations) email |
| client-worker-compliance-survey-reminders | Worker | Sent when a new Engagement is created and their compliance survey is completed | (Client) Worker compliance survey reminders |
| sme-engagement-due-date-remainder-notification | SME | Triggered once daily to send an internal email reminder | SME Engagement Due Date Remainder Notification |
| sme-engagement-progress-updated-notification | [Internal SME] | Triggered once daily to send an internal email reminder | [Internal SME] Engagement Progress Updated |
| monthly-worker-hiring-manager-compliance-survey-reminder-email | Worker & Hiring manager | Triggered once daily for all Engagements with outstanding Worker and/or Hiring Manager compliance surveys | Monthly Worker & Hiring manager check-in engagement compliance i) Create new survey(s) & ii) Send reminder email(s) |
| or5xi1cGKL | [Scheduled] Update Risk With Recommendations Snooze | Triggered once every-hour for all Engagements with snoozed action items | [Scheduled] Update Risk With Recommendations Snooze |
| new-engagement-created-send-hiring-manager-notifications | Hiring Manager | Triggered every 1 minute for all Engagements created to send the Hiring Manager's survey notification | New Engagement created - send Hiring Manager notifications |
| worker-outstanding-engagement-action-items-risks-with-recommendations-email | Worker | Triggered 1 day after new Engagement is created with outstanding "Critical" & "High" priority action items to send a reminder email | Worker outstanding Engagement “Action Items” (Risks With Recommendations) email |
| client-worker-compliance-survey-reminders | (Client) | When a new Engagement is created after 1 day on any outstanding Worker Engagements | (Client) Worker compliance survey reminders |
| new-engagement-created-send-notifications | New Engagement created send notifications | On a new Engagement created to send Worker & Internal notification emails | New Engagement created send notifications |
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