Tip #11: How to optimize automation with Business Rules in Orchestly

Tip #11: How to optimize automation with Business Rules in Orchestly



Orchestly’s business rules received a recent facelift to accommodate multiple criteria and actions. You can now add up to 10 criteria for each business rule and configure instant as well as scheduled actions within it. 
 
If you are wondering how useful this feature could be for your organization, here is a quick business scenario to relate.
 
Sam, a banking assistant, is assigned the task of screening loan applicants. On approving an applicant, Sam creates a new Job in Orchestly filling in the details of the loan. Depending on the Loan Type, the job must be assigned to the corresponding team viz., housing loan, personal loan, educational loan, and so on. To automate such job assignments, Business Rules can be used.





Here, when the Loan Type is Personal Loan, the job is assigned to the personal loan team and a reminder about the job is scheduled to the team after 3 days. When the Loan Type is Home Loan, the job is assigned to the corresponding team and an email is scheduled to the applicant after a day. If the Loan Type field is not filled, or if the field is filled with any other value, the Branch Manager will be notified. 
 
Similarly, you can automate events or chain of events in your organization using Business Rules. We hope this feature is helpful. Let us know your suggestions and feedback in the comments below.
 
Visit our help center to get detailed insights into Orchestly’s features. Developers could also benefit from our API and Extension Development guides.  


    • Sticky Posts

    • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

      Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
    • Tip #17: Stay informed of significant business impact using Orchestly

      With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business
    • Onboard faster with Orchestly's Tutorials

      We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric
    • We’d love to hear your thoughts

      Orchestly has been successful in providing workflow automation solutions across different verticals for more than a year. We are constantly exploring new solutions for our customers in the form of new features and enhancements.    We value customer opinion
    • Work remote using Orchestly

      As the current global pandemic forces us in the confinement of our homes, businesses around the world are looking for ways to automate and track their everyday work. We, at Orchestly, have been effective in coordinating our releases even from scattered workspaces using our very own orchestration software.   Here's a sneak peek of how Orchestly helps our teams to plan, collaborate, and automate the processes. Product Manager's (PM) Blueprint  Purpose: To approve new features, prepare UX design, develop,


          Zoho TeamInbox Resources

            Zoho DataPrep Resources


                Zoho CRM Plus Resources

                  Zoho Books Resources


                    Zoho Subscriptions Resources

                      Zoho Desk Resources

                        Zoho Projects Resources


                          Zoho Sprints Resources


                            Zoho Orchestly Resources


                              Zoho Creator Resources


                                Zoho WorkDrive Resources




                                    Zoho Campaigns Resources

                                      Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now


                                                      Zoho Show Resources


                                                        Zoho Writer Writer

                                                        Get Started. Write Away!

                                                        Writer is a powerful online word processor, designed for collaborative work.

                                                                  有料プランをご利用の方