4:36

Create a Workflow

Workflow's are where the magic happens. Learn the basics of creating a configuring a Workflow.

2:25

Configure a Workflow

Review the different settings on a Workflow for permissions, data governance, and more.

11:36

Request an Approval

Create a basic Workflow to handle incoming requests and approvals in just a few minutes.

8:18

Route requests and notifications

Implement more complex routing and notifications in your requests.

8:12

Create a web form trigger

Create a web form to collect data, just like with a survey. You can share web forms via private or public URL.

9:29

Send a web form to end users

Send a web form as part of a Workflow using email or other channel (i.e. SMS, Slack, tickets).

15:16

Create Documents

Automate creating Word documents and PDF files with templates. Covers the basics of all templated document creation.

9:31

Store data in a Table

Securely and easily store data to retain or use with/across Workflows.

12:34

Get and transform data

Use Workflow Automation to get and merge data from systems and people, then process that data for use elsewhere.

12:57

Batch process using Table rows

Combine the power and simplicity of mail merge with full automation.

9:57

Prepopulate a web form

Create more powerful and user friendly web forms by prepopulating them.

9:47

Send table data in email

Email the data you've stored in PagerDuty Workflow Automation tables.