What types of Actions can be used in Workflow?

Action types in Gamfi are organized into 5 categories:

1️⃣ Communication:

👉🏻 SMS - This action allows you to automatically send a predefined text message to the phone number of an Employee, Manager, or other Role in the Process.

👉🏻 Email - This action allows you to automatically send a predefined message to the email address of an Employee, Manager, or other Role in the Process.

2️⃣ Content and Media:

👉🏻 A Story Task - Story Task allows for the transfer of information; it does not require the recipient to respond, or perhaps confirm that they have read the information; it has a look that imitates social media stories.

👉🏻 A Page Task allows for the transfer of information and knowledge; like the Story, it does not require the recipient to respond.

👉🏻 A Video Task - This action allows you to add and share informational, promotional, or instructional videos.

3️⃣Knowledge Verification:

👉🏻 Knowledge Check - This action allows you to verify acquired knowledge. It consists of quiz modules and requires you to answer questions. The results are saved in the user's profile in the "Knowledge Check" tab.

4️⃣ Data Collection:

👉🏻 Form - This action allows you to collect data from the user, e.g., HR data, select a welcome pack, or collect feedback.

👉🏻 Document - This action allows you to prepare a .pdf document based on the snippets and conditions used (e.g., creating a document with employee data based on a completed personal questionnaire).

5️⃣ Processes and Automations:

👉🏻 Data Transfer - This action runs "in the background" and allows for the secure transfer of information from Gamfi to external systems via a webhook.

👉🏻 Start process - an action that will allow you to start another process from the previous one after certain conditions occur, e.g. start Offboarding if a decision is made during the onboarding workflow not to continue cooperation.

By scheduling the appropriate Actions in Workflow, you have the ability to:

• automatically send email or SMS notifications
• transferring information and knowledge in the form of tasks or training (by providing relevant content, presentations, documents, videos, etc.).
• verify the User's knowledge using quizzes
• collect the necessary information from users needed, for example, to prepare the contract, issue the equipment or sending the welcome pack
• receive feedback, including evaluation of the Process, training, pre-work well-being, etc.

Each Workflow can have any number of configured Actions.

You can test all Action Types with the Workflow template called "Action Types in Gamfi Application", which is available in your Application.