Academy Menu
Automations & Workflows
Custom workflows, forms, commands, and automation templates.
16 articlesReading path
Automations: the complete guide
Everything you need to know about Dailybot automations, from simple workflows to complex multi-step processes.
Getting started with Dailybot forms
Learn what forms are, when to use them instead of check-ins, and how to create your first form for structured data collection.
Form question types and configuration
Explore all available question types for Dailybot forms and learn how to choose the right one for each field.
How to fill out and submit a form
A step-by-step guide to answering Dailybot forms from the respondent's perspective, covering chat and web interfaces.
Exporting form responses for analysis
Learn how to export form data from Dailybot in CSV or XLSX format for reporting, compliance, and trend analysis.
How Dailybot commands automate common actions
Learn what commands are, the types available, and how to create your first chat shortcut to trigger actions in Dailybot.
Setting up predefined text responses
Learn how to create commands that instantly reply with stored text, links, or documentation your team needs on demand.
Connecting external APIs through commands
Learn how to create Dailybot commands that call external APIs, configure requests, handle responses, and integrate third-party tools from chat.
Triggering forms from chat commands
Learn how to create a command that opens a Dailybot form on demand, with practical use cases and setup steps.
Building automation workflows in Dailybot
Learn what workflows are, how they chain triggers and actions, and how to build your first automation using the visual workflow builder.
Using variables in workflows
Learn what variables are, the types available in Dailybot workflows, and how to use them to create dynamic, personalized automations.
Building custom workflows
A practical guide to triggers, actions, branching, and testing workflows in Dailybot before they go live.
AI-powered workflow creation
How Dailybot uses natural language to draft automations you can review, adjust, and ship with confidence.
The scheduler: cron jobs for agents
How Dailybot schedules recurring agent tasks with cron-like syntax, timezones, retries, and monitoring—beyond traditional server cron.
Trigger types and condition logic
A reference-style overview of automation triggers in Dailybot—time-based schedules, event-driven hooks, conditional rules, and compound AND/OR logic—with patterns for complex setups.
Scheduler dashboard explained
How to read Dailybot’s scheduler dashboard—upcoming runs, history, statuses, filters, and troubleshooting—so ops and managers catch failures before they become silent gaps.