Use verified automation recipes

Select a workflow example for repeated work and verify it in a test organization.

These examples were verified with the workflow execution pipeline. Do not activate an example in production first. Test it with one synthetic record in a test organization.

Mark no-show reservations

Change confirmed reservations to no-show 30 minutes after their start.

workflow: { name: "No-show sweep", trigger: heartbeat }
steps:
  - {
      name: find,
      feature: reservations.list,
      query:
        {
          where: { status: { in: [confirmed] }, starts_at: { lt: "now-30m" } },
          limit: 50,
        },
    }
  - {
      name: mark,
      feature: reservations.update,
      each: "${steps.find.rows}",
      input: { id: "${item.id}", values: { status: no_show } },
    }

Cancel old pending reservations

Cancel pending reservations created over one hour ago.

workflow: { name: "Pending reservation expiry", trigger: heartbeat }
steps:
  - {
      name: find,
      feature: reservations.list,
      query:
        { where: { status: { in: [pending] }, created_at: { lt: "now-1h" } } },
    }
  - {
      name: cancel,
      feature: reservations.cancel,
      each: "${steps.find.rows}",
      input: { id: "${item.id}" },
    }

Close stale conversations

Close open conversations with no new message for two days.

workflow: { name: "Close stale conversations", trigger: heartbeat }
steps:
  - {
      name: idle,
      feature: conversations.list,
      query:
        {
          where: { status: { in: [open] }, last_message_at: { lt: "now-2d" } },
        },
    }
  - {
      name: close,
      feature: conversations.update,
      each: "${steps.idle.rows}",
      input: { id: "${item.id}", values: { status: closed } },
    }

Activate customers after a completed reservation

Activate a customer who has a completed reservation and is not active.

workflow: { name: "Activate visiting customers", trigger: heartbeat }
steps:
  - name: visited
    feature: reservations.list
    query:
      where: { status: { in: [completed] } }
      embed:
        {
          customer_id:
            { inner: true, where: { status: { in: [lead, qualified] } } },
        }
  - {
      name: activate,
      feature: customers.update,
      each: "${steps.visited.rows}",
      input: { id: "${item.customer_id}", values: { status: active } },
    }

Archive expired promotions

Archive active promotions after their end date at 03:00 each day.

workflow: { name: "Promotion expiry", trigger: cron, schedule: "0 3 * * *" }
steps:
  - {
      name: expired,
      feature: promotions.list,
      query: { where: { status: { in: [active] }, ends_at: { lt: now } } },
    }
  - {
      name: archive,
      feature: promotions.update,
      each: "${steps.expired.rows}",
      input: { id: "${item.id}", values: { status: archived } },
    }

Qualify a customer after a new reservation

Change the customer to qualified when a reservation is created.

workflow:
  {
    name: "First booking customer",
    trigger: db,
    source_table: reservations,
    source_event: insert,
  }
steps:
  - {
      name: promote,
      feature: customers.update,
      input: { id: "${trigger.customer_id}", values: { status: qualified } },
    }

Check the result

Prepare one test row that matches the query.
Confirm the expected row count before activation.
Run once. Inspect the target row and run history.
Run again. Confirm that the same row does not receive the action again.
Deactivate the workflow before you correct an unexpected result.

Use Feature reference to check available features and inputs.