Q: When you schedule a flow to send a message to Slack, is it always asking to click send? How can you fully automate the flow to send a message to Slack?
A: Currently, that’s part of the human-in-the-loop process to make sure that it’s acting correctly before you click send and make sure that nothing is erroneous. But in the future, there are plans on the roadmap to make this a more automated process, so you don’t have to click send every time. When you set a schedule for a flow, if every week or every day you wanted the flow to begin executing, it will do that on its own. This is a new feature that was announced recently.
Q: What if you want to send yourself an email or Slack and want to review the final output? Do you have to press approve and send?
A: Yes, you do have to press approve or send. In the example shown, the email was sent to the presenter to demonstrate what it looks like. If you want to just see the email generation on its own, you’ll see that as part of the output where it says “generate partnership message,” and at that point, you can go ahead and edit that as well.
Q: What are the key differences between Quick Flows and Quick Automate?
A: Quick Flows is going to be for repetitive processes that help your own productivity. You might think of this as something you do on a day-to-day work stream that helps you work more efficiently and save time. Quick Automate is a bit more complex. If you have workflows varying from different applications (like Asana or Jira) or things that need to have a human in the loop in those applications within Quick Suite as well that are data dependent, those are going to be a more complex creation process. Quick Automate will be covered in January at the end of the month, and it will show how you can do that step by step. This is going to be for more hands-on, complicated workflows where different parts of the process need automation at different times.
Q: There’s a lot of data output. What’s the best way to verify that it’s all accurate?
A: You can see there are little footnotes of where the data is coming from. For example, you can see citations coming from brand messaging documents. When you scroll through the Quick Site dashboard steps, it’s giving you an overview and usually gives footnotes as well as to what visuals they’re coming from, so you’re able to check the dashboard too. It’s giving you little notes of what’s going to be there and what’s not going to be there. This is going to be a little bit more human-in-the-loop in the beginning just to make sure that all the data is correct. For the dashboard instances, this is all just trained on your own dashboard data, so it won’t be taking from outside sources, and you can specify that it’s taking specifically from a particular dashboard (like the AnyRetail Snacks overview dashboard).
Q: Can it send the email to multiple people?
A: Yes, multiple people can be included in the “to” field of Outlook if they’re placed in the same Excel file. When setting up the schedule, you can simply duplicate the POC (point of contact) column, and then in the editor mode, you can indicate that you want POC 1 and POC 2 columns to be the two fields. This has been done successfully before.
Q: Will the flow automatically run or do you need to run it manually once a week?
A: There’s a new feature that was launched where you can schedule it for later, which will help it run on its own. However, if there’s an action (like in Outlook) where you need to press send to make sure it’s putting out the right output, you’re going to need to click on that. It won’t automatically send that action, but that’s in the roadmap for the future to be automated as well. You can create your own schedule (like every Saturday) and have it inactive if you don’t actually want it to run yet.