Hoicko Workflow Automation Guide – Automate Tasks Without Coding

What is Workflow Automation in Hoicko?

Hoicko's Workflow Automation feature allows you to eliminate repetitive, manual tasks by setting up automatic triggers and actions within your workspace. With no coding required, you can build powerful automation rules that save your team hours every week and reduce the risk of human error.

Why Use Workflow Automation?

Manual processes slow teams down. Here is what automation can do for your business:

• Save Time: Automate routine tasks like status updates, notifications, and assignments.
• Reduce Errors: Eliminate human mistakes caused by repetitive manual work.
• Improve Consistency: Ensure every process follows the same steps every time.
• Increase Productivity: Free your team to focus on high-value creative and strategic work.
• Faster Response Times: Automatically alert the right people at the right time.

How Hoicko Automation Works

Hoicko automation is based on a simple Trigger → Condition → Action model:

• Trigger: An event that starts the automation (e.g., a task status changes to "Done").
• Condition (optional): A filter to narrow when the automation fires (e.g., only if assigned to a specific person).
• Action: What happens automatically (e.g., send a notification, move the item, update a field).

Common Automation Examples in Hoicko

• Task Assignment Notification: When a task is assigned to a team member, automatically notify them via email.
• Status Change Update: When a board item moves to "In Review", automatically notify the project manager.
• Due Date Reminder: Send automated reminders 24 hours before a task's due date.
• New Item Alert: When a new row/item is added to a board, alert the team lead.
• Data Sync: Automatically update related fields when a primary field is changed.

How to Set Up an Automation in Hoicko

1. Navigate to your Workspace and open the Board where you want to add automation.
2. Click on the "Automation" option in the board settings or toolbar.
3. Click "New Automation" or "Add Rule".
4. Select a Trigger — choose from events like "Item Status Changes", "New Item Added", "Due Date Arrives", etc.
5. (Optional) Add a Condition to specify when the automation should fire.
6. Select an Action — such as "Send Notification", "Update Column", "Move Item", or "Create Item".
7. Give your automation a clear name and click "Save".
8. Test the automation by triggering the event manually to confirm it works as expected.

Best Practices for Hoicko Automation

• Start with simple automations before building complex multi-step rules.
• Give each automation a descriptive name so your team understands its purpose.
• Regularly review and audit automations to ensure they are still relevant.
• Avoid creating conflicting automations that could trigger each other in a loop.
• Use conditions to make automations more precise and targeted.

Automation Use Cases Across Industries

Workflow automation in Hoicko is used across a wide range of industries in India and globally:

• Real Estate (Udaipur, Jaipur, Mumbai): Auto-assign leads to agents when they submit inquiry forms.
• E-Commerce: Notify the warehouse team when an order is confirmed.
• IT & Software Companies (Bangalore, Hyderabad): Auto-create bug tickets when issues are reported.
• HR & Recruitment: Automatically move candidates through hiring stages based on interview outcomes.
• Healthcare: Send appointment reminders to patients or staff automatically.
• Education: Alert instructors when student assignments are submitted.

Need Help Setting Up Automations?

Our team is happy to help you set up workflows tailored to your business needs:

• Email: Hello@hoicko.ai
• Phone: +91-9928122460
• Live Chat: Available at help.hoicko.ai