A workflow is a combination of an A.I. model and an output. Usually, this means that a workflow is tied to a project in Asana as you want data to appear in certain fields of a task.
To run a workflow in Asana, we would need to create a rule.
Navigate to a project where you want to add a workflow.
Press "Customize" and then choose "Rules".
Click "Add Rule" and the Add rule screen will appear.
Click on Create custom rule box. The rule creation screen will appear.
First, you will need to add a trigger. The trigger can be a custom field (we recommend a single select field) or a task event like task creation. For this example, we have an A.I. Status custom field where we will choose a value to trigger a workflow for contracts.
The next step is to add a Bitskout action. Scroll down in the Actions list and click on Run Bitskout Workflow.
Once you click on the action, you will see the options to choose a workflow. First, let's select a workflow that will be executed once the trigger happens:
Next, we will choose the source - what workflow will analyze. In our case we analyze contracts that are delivered as an attachment.
Then we need to choose a notification field. Once the workflow is executed, whether successfully or not, BItskout will change this field value depending on the result. We will "A.I. status" single select field to set the status.
Choose the values for success and failure.
Now your workflow is ready to run and do what you wanted it to do.