In this lesson you’ll learn:
- What a workflow is
- What triggers and actions are
-
What a workflow run is
Understanding these core concepts will help you build and manage automations confidently in Keragon.
Workflow
A workflow is a series of automated steps between two or more apps that complete a specific task.
Every workflow:
Starts with a trigger
Includes one or more actions
When your workflow is published, it runs automatically each time the trigger event occurs.
How it works in Keragon: You describe what you want to automate in the AI chat, and Keragon builds the workflow for you. For example, you might type:
“When a patient submits a Jotform intake form, create a new patient in DrChrono.”
Keragon interprets your description and suggests the correct trigger and actions. You review and confirm. Then the workflow is ready to configure.
Examples of workflows
Log patient data from forms into an EHR (Electronic Health Records)
Notify doctors of new patient appointments via email
Track patient data in a CRM after a form submission
Automatically notify patients of upcoming appointments
Trigger
A trigger is what starts a workflow (the event that tells Keragon to run). You can think of it as the starting signal. A trigger usually happens when something changes in another app.
Examples of triggers
A patient filled out an intake form
A new lab result is posted
A patient scheduled an appointment
When that event happens, Keragon runs the workflow automatically.
Action
An action is what happens automatically after a trigger fires.
A workflow can have one action or many. Each action runs in order after the trigger occurs.
Example of actions:
Create a new patient record in an EHR system
Send an email reminder to a patient
Notify doctors about new lab results via email
Workflow Run
A workflow run is a single execution of a workflow.
Every time the trigger event happens, the workflow runs once, regardless of how many steps it contains.
Note: Whether your workflow has 1 step or 100 steps, each full execution counts as one run.
Try it yourself
Before moving to the next lesson, think of one repetitive task in your clinic that could be automated. Try to identify:
- What would the trigger be?
- What action should happen as a result?
You'll put this into practice in the next lesson.
Next lesson