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How to Create a Workflow Automation in Dusk FSM

## How to Create a Workflow Automation in Dusk FSM ⚡

Creating a Workflow Automation in Dusk FSM allows you to automate tasks, trigger actions, and streamline processes effortlessly. Follow the steps below to set up your first workflow.

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## 🛠️ Steps to Create a Workflow Automation

### 1. Navigate to Workflow Automation 

Go to Admin → Workflow Automation from the left sidebar menu. 
Here, you’ll see a list of all your existing workflows.

### 2. Create a New Workflow 

Click on the “+Flow” button in the top-right corner to start creating a new workflow.

![Create a workflow automation](https://wiki.duskmobile.net/uploads/markdown/20240116-173705-508.png "Create a workflow automation")

### 3. Name Your Workflow 

Assign a meaningful name to your workflow for easy identification later.

### 4. Set Up the Data Event Trigger 

Use the Data Event widget to define what triggers your workflow. 
You can select:

<ul>
 <li>The data source to monitor</li>
 <li>The type of change in that data source that starts the workflow</li>
</ul>

For a detailed guide on using this widget, check the <a href="https://help.duskmobile.com/article/Workflow-Automation/3.-Data-Events-Widget" title="Data Events Widget">Data Events Widget article</a>.

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## 📦 Adding Widgets to Build Your Workflow

Once the trigger is defined, drag and drop other widgets from the left-hand menu to build your workflow. 
Each widget serves a different purpose:

<ul>
 <li><a href="https://help.duskmobile.com/article/Workflow-Automation/4.-Decision-Widget" title="Decision Widget">Decision Widget</a> — Create conditional branches based on data rules.</li>
 <li><a href="https://help.duskmobile.com/article/Workflow-Automation/5.-Communicate-Widget" title="Communicate Widget">Communicate Widget</a> — Send alerts, notifications, or updates to users.</li>
 <li><a href="https://help.duskmobile.com/article/Workflow-Automation/6.-Approve-Widget" title="Approve Widget">Approve Widget</a> — Route approvals automatically to the right people.</li>
</ul>

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## ⏱️ Prebuilt Job Status Notifier Widget

Dusk FSM includes a prebuilt widget called Job Status Notifier, perfect for new users exploring workflow automation.

This widget automatically:

<ul>
 <li>Alerts team members about jobs at a specific time of day or by status</li>
 <li>Improves customer communication by prompting rescheduling when needed</li>
 <li>Helps reduce technician no-shows and improves customer service</li>
 <li>Informs Finance that a Completed Job can be invoiced</li>
 <li>And many more examples</li>
</ul>

Start with this widget to get familiar with workflow automation before creating more advanced flows.

Updated on August 27, 2025

How to Create a Workflow Automation in Dusk FSM

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