Getting Started with Automation in Hoicko.ai: A Step-by-Step Guide

Are you tired of spending valuable time on repetitive manual tasks? Imagine if you could enhance your productivity without the need to learn complex coding skills. Well, your wishes have come true!

Discover the power of Hoicko automations and take your workflow to the next level! This incredible feature empowers you to automate tasks effortlessly, by creating custom automations. Tailor unique combinations that perfectly align with your team's requirements and seamlessly integrate them into your specific workflow.

Automation has become an integral part of our lives, streamlining various processes and saving us valuable time. At the core of every automation lies three essential components: triggers, conditions, and actions. Let’s delve into the definitions and significance of each of these elements, providing you with a comprehensive understanding of how they work together to power automation.

Understanding the Building Blocks of Automation in Hoicko: Triggers, Conditions, and Actions

Trigger: Triggers serve as the catalyst for automation in Hoicko.com. They are the events that kickstart a specific automation. These triggers can be anything from the creation of a new item, the modification of a field, or even the change in status of a task.

Condition: Once a trigger is activated, conditions come into play. Conditions act as filters, allowing you to specify certain criteria that need to be met in order for the automation to proceed. For example, you may want an action to be triggered only if a specific field is filled out, or if a certain date is reached.

Action: Bringing Automation to Life Actions are the outcomes or events that occur as a result of the trigger and the fulfillment of the specified conditions. These can include sending notification, updating fields, creating new items. Actions allow you to streamline your workflows by automating repetitive tasks and reducing manual effort.

By harnessing the power of automation in Hoicko.ai, a leading task management tool in India, you can streamline your project management, improve communication, and enhance data tracking. By combining triggers, conditions, and actions, Hoicko.ai allows you to create powerful and efficient automations.

Let's explore an example of a recipe to gain a better understanding of triggers, conditions, and actions.

Imagine you have a project management board in Hoicko, and you want to automate the process of assigning tasks to team members when a new item is created. Here's how you can set up the automation:

Select the "When an item is created" trigger. This will initiate the automation whenever a new item is added to your board.

Specify the conditions that need to be met for the automation to proceed. For instance, you can set a condition that the item should be assigned to a specific group or have a certain label.

Configure the action you want to occur when the trigger and conditions are met. In this case, you can choose the "Assign an item" action and specify the team member you want to assign the task to.

How to create Automation in Hoicko?

Creating automation in Hoicko.ai is a breeze, allowing you to optimize your workflow and supercharge your productivity. Follow these simple steps to get started:

Identify your workflow: Before diving into automation, take a moment to assess your processes. Determine which tasks are repetitive, time-consuming, or prone to errors. This will help you identify the areas where automation can make the most impact.

Click on the three dots at the right side of the board. A drop down menu appears with the option “Automation”.

You can see that Hoicko have three types of Automation:

1. Normal Automation: This is a basic form of automation where you define a condition, and when that condition is met, it triggers an action. You receive the information via email or your registered WhatsApp number.
2. Recurring Automation: In our constantly evolving and expanding office, certain tasks, boards, and reminders need to be repeated on a daily, weekly, or monthly basis. Recurring Automation offers a function that can enhance your workflow for handling these repetitive task.
3. Date Automation: Date automation is a feature within the project management software Hoicko.ai that allows you to automate the handling of dates and deadlines in your workflows. It simplifies the process of keeping track of important dates, such as project milestones, tasks, and deliverables. You can set up rules and triggers to automatically update and adjust dates based on certain conditions or actions.

So let’s start with adding automation:

Step 1: To initiate the process of creating your automation, start by selecting the "When this happens" option. From there, you can pick a trigger either from the available options in the dropdown menu. Triggers can range from columns on your board (such as Status, People, Date, etc.)

In the above example, we have selected the trigger as a Status Column undergoing a change. Now, it is time to determine the condition for this trigger selection.

Step 2: Based on the trigger chosen in the first step, you will need to select a corresponding condition. In this specific example, the desired action is triggered when the Status Column labeled "Stuck" changes to "done".

To accomplish this, we have clicked on the designated fields, selected the Status Column titled "Stuck", and chosen the label "Done" as the condition.

You have the option to add multiple field by clicking on “+Add” option.

Step 3: Now that we have completed the initial components of our automation (trigger + condition), it is time to determine the action that will follow.

To select the action, click on the column in select action under “then do this action”

Within this interface, you have the option to choose an action from the options displayed in the dropdown menu.

It is now the moment to complete the chosen action! To personalize the specific action that will take place, access the field. In our situation, we will utilize the "notify" field to customize the message of the notification that will be sent.

Now we can choose the subject according to the options we get after selecting the option “Notify”.

Add the message you want you to receive when you will be notify with the automation.

Upon observing, you will notice the 'Assigne' option, which allows you to designate the users who should receive the notification. You have the flexibility to assign individuals, teams that you have previously created, individuals listed in the People column, email addresses listed in the Email column, or mobile numbers listed in the Mobile column. This provides you with various options to effectively assign the recipients based on your preferences and requirements.

Experience the ease and simplicity of Hoicko Automation, streamlining your life and effortlessly organizing your work with best task management tool in India.

Request a demo with Hoicko today!