OmegaAI - How to Create a new workflow Automation in OAI

How to Create a New Workflow Automation in OmegaAI

This guide shows you how to create a new workflow automation in OmegaAI to streamline operational tasks, automate study status changes, and improve overall efficiency.

1. Navigate to https://www.omegaai.com
2. Click the "Enter your email address here" field.
3. Click "CONTINUE".
4. Select the organization icon on the homepage to continue.
5. Hit the "Details" button to go to the configuration section.
6. Click the "Workflow Automation" tab to open it.
7. Click "Create New Automation."
8. Enter a name for the new workflow automation.
9. Select the triggering event (e.g., study status changed).
10. Choose the source condition (e.g., status = Scheduled).
11. Select the target action (e.g., change to In Progress).
12. Click "Add Condition" to define rule logic.
13. Use dropdowns to refine the condition (e.g., Modality = CT).
14. Click "Add Action" to define what happens.
15. Select an action (e.g., update status, send notification).
16. If sending a notification, enter email or user role.
17. Customize the notification message (optional).
18. Add additional logic with AND/OR if needed.
19. Reorder actions if there are multiples.
20. Assign the automation to specific organizations or users.
21. Click "Preview Workflow" to review.
22. Review triggers, conditions, and actions.
23. Click "Save Workflow".
24. Enable the automation via the toggle switch.
25. Test the automation with a dummy case.
26. Monitor automation activity from the dashboard.
27. Edit the workflow if changes are needed.
28. Clone the workflow for reuse.
29. Deactivate the workflow if no longer needed.
30. Review audit logs for workflow history.
31. Use filters to view active/inactive workflows.
32. Return to the dashboard when finished.
33. Notify users and document in your SOP/admin records.

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