How Do I Send Notifications Through Workflows?

Workflows are designed to automate business processes and improve efficiency. However, effective communication is also critical to ensuring that workflows are completed correctly and on time. In this blog post, we explain how to send notifications through workflows effectively.

Automatic Notifications

If you are using Pneumatic, people get automatically notified by email and via push notifications in the browser and in the app whenever they get assigned a new task. This is a simple and effective way to ensure that everyone is aware of their responsibilities and can act quickly to complete their tasks. Automatic notifications can be customized to include specific information such as due dates, priority, and task details.

Communication Within Workflows

In addition to automatic notifications, your team can communicate within workflows by posting comments on their tasks. Comments can be posted through either the My Tasks view or the Workflows view. This allows your team to collaborate and discuss the progress of the workflow in real time.

Mentioning Colleagues

In order to mention somebody in a comment, use the @ symbol, and the system will open up a dropdown list with the names of all of your colleagues. Just choose the person you want to mention, and as soon as you post the comment, they will get a notification(email, push, in-app). This ensures that the right people are aware of the comment and can respond accordingly.

Custom Notifications

If you need to send custom notifications, such as reminders or status updates, you can set up integrations with third-party email or notification software. These integrations can be configured for your custom notifications to include whatever information you need.

Pneumatic is intended to play well with all your favourite platforms. All Pneumatic plans include a free unlimited public API bundled with customizable webhooks. Adjustable webhooks can help you send notifications to other software.

Summary

Communication and collaboration are key to successful workflow management. Pneumatic automatically notifies people of new tasks. In addition, when your team posts comments or mentions to each other, Pneumatic also sends notifications to all the people concerned. Last but not least, you can set up integrations with third-party software tools to send custom notifications. All notifications are sent by email, via push notifications in the browser and in the mobile app.