OmegaAI - How to modify workflow automation in OAI

How to Modify Workflow Automation in OmegaAI

This guide is essential for anyone looking to fine-tune their workflow automation in OmegaAI. By following these steps, users can easily update conditions, actions, or notifications to improve efficiency and communication within their workflows.

1. Navigate to https://www.omegaai.com
2. Click the "Enter your email address here" field.
3. Click "CONTINUE".
4. Navigate to the organization list from the homepage.
5. Go to the configuration page by clicking the "Details" button.
6. Select "Workflow Automation".
7. Find the automation you want to modify from the list.
8. Click the "Edit" icon or button.
9. Update the name or description if needed.
10. Modify the triggering event (e.g., Scheduled → Completed).
11. Adjust existing conditions or add new ones.
12. Remove outdated logic or conditions.
13. Update the actions (e.g., change status, send notification).
14. Add additional actions if needed.
15. Change the recipients for notifications.
16. Click "Preview" to review changes.
17. Check for any logic conflicts.
18. Click "Save Changes".
19. Enable the automation if it was previously off.
20. Test the automation with a sample case.
21. Return to the dashboard or continue editing others.