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Introducing Shortcuts for workflow automation

Behind every form is a unique workflow process. While some forms require a single approval, others go through multiple rounds of sign-offs. The greater the number of manual tasks involved, the greater the chance of human error.

Automating the steps in your workflow can reduce misunderstanding among your team, prevent responses from slipping through the cracks, and enable you to close the loop with both colleagues and respondents. Plus, it’ll save time spent carrying out tasks one by one.

Today we’re introducing Shortcuts, a new feature that brings workflow automation to Screendoor.

How shortcuts work

Shortcuts help you automate routine steps in your workflow. Say your team is hiring. Now you’re able to set up shortcuts to route candidates through the different stages of your application process.

For starters, instead of manually assigning candidates to a colleague after you’ve rated their resumes, you can create a shortcut that does this automatically.

Similar shortcuts can be configured for the remaining stages: Screendoor now allows you to trigger an action whenever a response is submitted, revised, rated, or has its status or labels changed. You aren’t limited to sequential tasks, either. If your workflow includes parallel routing, you can set up shortcuts to trigger actions concurrently.

Screenshot of Shortcut Editor.

Why should I use them?

Automation in Screendoor is easy to set up and easy to understand: shortcuts are reversible, transparent, and adaptable to changes in your workflow.

Reversible

When someone on your team triggers a shortcut, Screendoor notifies them immediately. Then, they can choose to undo the shortcut action with a single click. Teammates with the appropriate permissions can also navigate back to the Shortcut Editor to understand the logic behind the shortcut:

Screenshot of shortcut notification.

Transparent

By default, Screendoor maintains an audit trail of user actions. The activity feed of each response shows you which actions were carried out by a collaborator, which ones were conducted by Screendoor, and how shortcut-related events are connected:

Screenshot of activity feed with shortcut-related actions.

Adaptable

Once you’ve automated your workflow in Screendoor, managing personnel changes and new tasks is not as burdensome. Shortcuts can be edited, reordered, or deleted at any time.

Animated gif of editing a shortcut.

Getting started

Shortcuts give your team more time to focus on what matters—evaluating responses, following up with respondents, and making smarter decisions, backed by data.

Ready to streamline your current workflow with Screendoor? If you’re a project admin, head over to your project’s Responses page and click “Configure shortcuts” in the lower left-hand corner. You’ll be taken to the Shortcut Editor where you can set up your first shortcut.

Screenshot of "Configure shortcuts" link.

For a closer look, email us at hello@dobt.co for a one-on-one demo.

Kari Mah is a product manager at CityBase.

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