Site Connect
Automation

When this happens, do that

Flows watch for an event — a task assigned, an approval waiting, a new employee, a time you set — and then send a chat notification or create a task, without anybody remembering to.

Start free Read the guide
The automation flow list: the built-in notification flows for approvals, comments and tasks, each with its status, trigger, run, success and error counts and last run

Triggers

Events in Tasks, Approvals and HR, a schedule you choose, an incoming webhook, or a manual test run.

Test before it is live

Run a flow once with Test run and read the result before you activate it.

Run logs

Every execution with its outcome — the page that says whether a flow never fired or fired and failed.

Health at a glance

Run, success and error counts per flow in the list, so a silently failing flow is visible.

Start from what already runs

A new workspace ships with built-in flows switched on — task assignment, approval and comment notices. Open one to see its shape, or start from a ready-made template in the Automation library. Conditions keep a flow narrow, which is what stops automation becoming noise.

  • Post into a chat group through a bot identity
  • Pause a noisy flow without losing its history
  • People can see which flows are set to notify them personally
The automation flow list: the built-in notification flows for approvals, comments and tasks, each with its status, trigger, run, success and error counts and last run
Getting started

How teams set this up

  1. Create the flow and set one trigger and one action.
  2. Test-run it and check the log.
  3. Narrow it with conditions, then widen the scope.
  4. Watch the error column weekly.
Questions

Frequently asked

Do flows run when nobody is signed in?

Yes — they run on the server, including scheduled ones.

Can a flow work with an external system?

Another system can start a flow through its incoming webhook URL. Calling out to external systems isn't available yet.

Works with

Team chat

Groups for teams and sites, direct messages, files, pinned notices and bots that announce what the other modules are doing — inside the same workspace, on the same accounts.

Task management

List, kanban, gantt, calendar and workload — the same tasks, arranged for whoever is looking: the person doing the work, the manager balancing it, the director tracking the deadline.

Approvals

Leave, overtime, expenses, business trips, attendance corrections — design the form, decide who signs and in what order, and let the system notify everyone.

Get your whole team on one system this week

SiteConnect Base is free for your first 3 users — no card, no sales call, no migration project.

Start free Talk to us

Free forever for 3 users · then $3 per user a month · no credit card