Automate your Pigment Applications

  • 13 June 2023
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Pigment Automations use Metrics to set conditions that trigger either a notification or a task to defined Members. This article talks about using the Automations feature, and how it streamlines your work in Pigment. 

Table of Contents

 

Check out the Pigment Automations overview video in the Academy!

 

What is a Pigment Automation?

 

Automations allow members to define conditions through Metrics that trigger notifications or tasks to other Members. Pigment automated notifications and tasks improve operational efficiency and decision making processes. You can instantly alert stakeholders to time-sensitive developments, as well as proactively actioning completion of activities within your team, department, or organization. 

Automations work by defining a trigger based on any Metric and also defining a corresponding action. The trigger defines the exact value and conditions that must be met in order to send the action. Depending on your requirements, the action does one of the following: 

Pigment Automation Use Cases

There are generally two categories where Pigment automations are used: 

  • Monitoring automations. Alerts or notifications when metrics achieve a certain value so you can proactively analyze, investigate, and act on the information.
  • Collaboration automations. Creating tasks requiring approval and validation, making it easier and more efficient to work together in Pigment.

 

Examples of Automations in Pigment

Here are some ideas for your first Pigment automations using both monitoring and collaboration categories: 

Workforce Planning

  • Monitoring:
    • Notify the finance and department leads if the headcount cost exceeds the budget so that To-Be-Hired positions can be reassessed and prioritized proactively. 
  • Collaboration:
    • When a new headcount request is submitted, create a task for the Finance team to approve it. 

Financial Planning and Analysis

  • Monitoring:
    • If a budget variance metric is outside the acceptable range, notify the person who needs to take action so they can do so proactively.
  • Collaboration:
    • When your department leads submit their budget for review, create a task for the relevant finance team members to review and approve.

Sales Performance Management

  • Monitoring:
    • Signal that a threshold value is reached, such as a quota or sales target, to the relevant stakeholders.
  • Collaboration:
    • When your sales team lead submits the incentive compensation plan for approval, create a task for the appropriate members in the executive team to approve it.

What are Automations for?

 

Automations can be customized to your individual use case. Some common use cases are starting a new workflow, alerting a member when a threshold is reached, creating a task to request for Members approval, and creating corresponding tasks for further action. 

 

Depending on a user’s notification settings, they’ll also receive an email or Slack message from the notification.

 

Start Creating Automations in Pigment


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