Tip #12: Automate recurring activities using Schedules in Orchestly
Until now, custom functions in Orchestly are triggered from Blueprints and Business Rules based on transitions or updates performed in jobs. To widen the scope of custom functions and enable users to trigger functions independently, without relying on the actions performed in Jobs, we’ve introduced Schedules.
Schedules are used to trigger custom functions periodically or at defined time intervals, viz. weekly, monthly, and yearly.
Let us consider a real-time scenario where schedules can be used. Say, your organization conducts internal audits every month. To initiate the audit, the tech-security team creates a job in Orchestly with the audit details. Since this job is created every month, it is a recurring activity.
To automate this recurring activity, we can script a custom function and predefine the audit details in it. This function can later be configured in Schedules and set to be triggered on a specific date every month.
Similarly, custom functions can be scheduled to generate:
- Daily customer ticket logs
- Daily timesheets and reviews
- Weekly issue resolution status
- Weekly customer engagement stats
- Monthly target achievement reports and
- Periodical data sync
Note: Schedules is a beta feature and hence will not be available for all our users. If you’d like to try it out, drop an email to us and we would be very glad to enable beta access for your account.
Let us know how Schedules helps your organization automate functions. Visit our help center to get detailed insights into Orchestly’s features. Developers could also benefit from our API and Extension Development guides.
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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 templatesQntrl's 2023 year in review
This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This newTip #61: 5 different ways to create Cards in Qntrl
Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginningTip #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 businessOnboard 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
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