Workflow Suggestions by Zia
Many regular activities like sending emails to customers or stakeholders, allocating tasks to team members, or updating details often take up more time than you expect. It can be helpful to automate these activities and use the time saved on other essential tasks. It may seem overwhelming to identify all these activities and create a process to automate them. Zia can help you identify repetitive manual activities and suggest a well-executed workflow to automate the process.
Note
- Users with Manage Automation permission can view the workflow suggestions.
- Zia will suggest workflows for Leads, Contacts, Accounts, and Deals module
Enable or disable workflow suggestions by Zia
The workflow suggestions by Zia will be enabled by default. You can disable the suggestions if it is not required.
To enable or disable workflow suggestions
- Go to Setup > General > Zia and click the Zia Recommendation tab.
- Enable or Disable the Workflow Suggestion toggle switch.
View workflow suggestion
Zia suggests workflow rules by analyzing recurring actions that you have performed. When there is a suggestion from Zia, you will be notified and can be viewed by clicking on the Zia icon in the bottom-right corner of the window. If you miss the notification, you can view the suggestion from the Workflow Rules page at any time. You can modify the suggested workflow by adding or removing criteria or actions. If the suggested workflow doesn't suit your requirements, you can remove it.
To view and modify workflow suggestions
- Click the Zia icon (from the bottom panel) and select the message.
You can preview the suggested workflow.
Alternately, navigate to Setup > Automation > Workflow Rules > View Suggestion. - Click Create as Workflow to configure the suggested rule.
Alternately in the Workflow Rules page, click Preview > Create as Workflow. - Click Save.
You can also modify the workflow if required. - Click Remove to delete the suggested workflow rule.