Sean Miller
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Articles
Votes on activity by Sean Miller-
Workflow Automation: Make a PDF
Use Make a PDF to create a new PDF file and attach it to the Podio Item. For example, for a marketing campaign, you can set up a standard PDF welcome letter to send to prospective clients. Every ti...
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Workflow Automation: Trigger an Email Reply
To handle Email Replies via Workflow Automation, select Email Reply when creating a new flow. This Flow must be used in reply of the Send Email action in another flow created in the SAME App. Be su...
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Workflow Automation: Trigger an External Link
You can easily create intelligent links and buttons that tie in to the Item in Podio. Using the External Link flow, you can place these links into text fields like emails and comments. These button...
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Workflow Automation: Timesheets Done Right Set-up Guide
There are many Apps in the Podio Marketplace for Timesheets however they all lack data control and reporting. We have created our own App Pack to provide effective task management with integrated t...
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Workflow Automation: Trigger Flow on Current
To use this action, you must first set up a Manual Flow that can be triggered from this flow. Once the Manual Flow has been created, the flow to trigger this can be created. Start the flow using th...
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Workflow Automation: Trigger a Manual Flow
Flows triggered by other flows can be a little confusing. They need to be created in reverse order, but you should think forward in the process. For App A, if you wish to update all related items i...
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Workflow Automation: Trigger Flow on Related
To use this action, you must first set up a Manual Flow that can be triggered from this flow. Once the Manual Flow has been created, add the Trigger Flow on Related action. Select the App where th...
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Workflow Automation: Clear Collected Items
Use the Clear Collected Item(s) action when collecting from multiple App data sets or to go into the same App twice for different items in the same flow. This action can also be used to free up mem...
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Workflow Automation: Add User to ShareFile Folder
The Add User to ShareFile Folder in Workflow Automation allows you to add additional users to folders on your ShareFile account so they may have access to those folders. You can add a new user via ...
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Workflow Automation: Nested For Each Loop
Nested For Each Loop When collecting Items from multiple Apps, all Items are placed in their own respective App bucket. This means when you loop through the collected items, there is no direct way ...