How to Create Smart Workflows

Create automated rules that trigger actions when sensor data meets specific conditions — like sending alerts when temperature exceeds a threshold.

Quick Summary

Click Smart Workflows in the sidebar, click Create Smart Workflow, define conditions (e.g., "Temperature > 28°C"), add actions (e.g., "Send notification"), and save.

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Before You Begin

Requirements

• You need workflows:create permission
• IoT devices must be registered and sending data
• Integration service must be connected
• Plan limits apply to number of rules

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How Event Rules Work

📡 Device sends data
       ↓
🔍 Infodeck evaluates conditions
       ↓
✅ Conditions match?
   │    ↓ Yes
   │    ⚡ Execute actions
   │
   └── No → Wait for next data

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Step-by-Step: Create a Smart Workflow

Step 1: Open Smart Workflows

1. Click Smart Workflows in the sidebar
2. Click Create Smart Workflow
3. A modal appears to select the workflow type

Step 2: Enter Workflow Details

Field	Required	Description
Name	Yes	Workflow name (e.g., "High Temperature Alert")
Schedule	No	When workflow is active (Always, Weekly, Monthly)
Tags	No	Tags for organizing workflows

Step 3: Define Conditions

Click Add Condition to create trigger logic:

Field	Options	Description
Asset	Select device	Which sensor to monitor
Property	Temperature, Humidity, etc.	What to measure
Operator	>, <, =, ≥, ≤, ≠	Comparison type
Value	Number or text	Threshold value
Data Type	Integer, String	Value type

Multiple Conditions

Combine conditions with AND or OR:

Logic	Meaning
AND	All conditions must be true
OR	Any condition can be true

Step 4: Set Time Restrictions (Optional)

Limit when the rule can trigger:

Field	Description
Days of Week	Sun, Mon, Tue, Wed, Thu, Fri, Sat
Start Time	Hour:Minute to start monitoring
End Time	Hour:Minute to stop monitoring

Step 5: Add Actions

Click Add Action to define what happens:

Action Type	Description
Send Notification	Alert users via email/push
Enqueue Command	Send downlink to device
Create Work Order	Auto-generate maintenance task

Step 6: Save the Workflow

Choose how to save your workflow:

Button	Description
Save as draft	Save without activating — workflow won't trigger
Create	Save and activate — workflow starts monitoring immediately

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Real-World Examples

Example 1: Cold Storage Temperature Alert

Situation: Food safety regulations require cold storage to stay below 5°C. You need alerts if temperature rises.

Solution:

1. Click Smart Workflows in the sidebar
2. Click Create Smart Workflow
3. Enter:
   • Name: Cold Storage Temperature Alert
   • Description: "Alert when cold room exceeds safe temperature"
4. Add condition:
   • Asset: Cold Room 1 Sensor
   • Property: Temperature
   • Operator: >
   • Value: 5
   • Data Type: Integer
5. Add action:
   • Type: Send Notification
   • Recipients: Quality Assurance Team
   • Message: "Cold Room 1 temperature exceeds 5°C!"
6. Click Create to activate

Result: Quality team receives immediate notification when temperature rises above safe limit, preventing spoilage.

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Example 2: HVAC Auto-Shutdown on High Temperature

Situation: Server room HVAC should trigger emergency shutdown when temperature exceeds 35°C to prevent equipment damage.

Solution:

1. Create Smart Workflow:
   • Name: Server Room Emergency Response
2. Add conditions (AND logic):
   • Condition 1: Temperature > 35
   • Condition 2: Humidity > 80 (optional secondary trigger)
3. Add actions:
   • Action 1: Enqueue Command
     • Device: HVAC Controller
     • Command: Emergency Boost Mode
   • Action 2: Send Notification
     • Recipients: IT Team, Facility Manager
4. Click Create to activate

Result: When server room conditions become critical, HVAC automatically activates emergency cooling while alerting staff.

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Example 3: Business Hours Only Alerting

Situation: Motion sensors trigger alerts, but false alarms after hours from cleaning staff are problematic. Only alert during business hours.

Solution:

1. Create Smart Workflow:
   • Name: Business Hours Motion Alert
2. Add condition:
   • Asset: Lobby Motion Sensor
   • Property: Motion Detected
   • Operator: =
   • Value: true
3. Set time restrictions:
   • Days: Mon, Tue, Wed, Thu, Fri
   • Start Time: 08:00
   • End Time: 18:00
4. Add notification action
5. Click Create to activate

Result: Alerts only trigger during business hours, eliminating false alarms from after-hours cleaning.

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Example 4: Multi-Condition Air Quality Alert

Situation: Workspace air quality should alert when CO2 is high AND temperature is elevated (indicating ventilation issue).

Solution:

1. Create Smart Workflow:
   • Name: Poor Air Quality Alert
2. Add conditions with AND operator:
   • Condition 1: CO2 > 1000 ppm
   • Condition 2: Temperature > 26°C
3. Add actions:
   • Notification: Facilities Team
   • Create Work Order: "Check ventilation system"
4. Click Create to activate

Result: Alerts only when both conditions indicate poor air quality, reducing alert noise from single-factor spikes.

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Condition Operators Reference

Operator	Symbol	Use For
Greater than	>	Temperature > 30
Less than	<	Battery < 20
Equal to	=	Status = "ON"
Greater or equal	≥	Humidity ≥ 80
Less or equal	≤	Pressure ≤ 1000
Not equal	≠	State ≠ "Normal"

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Action Configuration

Enqueue Device Command

Send a downlink command to an IoT device:

Field	Description
Asset	Target device
Action Name	Command name (from Asset Type)
Confirmed	Require delivery confirmation
fPort	LoRaWAN frame port
Payload	Hex command data

Send Notification

Alert users or teams:

Field	Description
Recipients	Users or teams to notify
Channel	Email, Push, or Both
Message	Alert message text

Create Work Order

Auto-generate maintenance tasks:

Field	Description
Title	Work order title
Priority	High, Medium, Low
Assign To	User or team
Description	Task details

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Managing Smart Workflows

View All Workflows

1. Click Smart Workflows in the sidebar
2. See list of all workflows
3. Status shown (Active/Draft/Disabled)

Edit a Workflow

1. Click on the workflow row
2. Modify conditions or actions
3. Click Save to update

Enable/Disable Workflow

1. Find the workflow
2. Toggle the status switch in the table
3. Disabled workflows don't trigger

Delete a Workflow

1. Select the workflow checkbox
2. Click Delete button
3. Confirm deletion

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Troubleshooting

Workflow Not Triggering

Issue	Cause	Solution
Workflow disabled	Status is Draft or off	Activate the workflow
Wrong condition	Threshold too high/low	Adjust condition values
Schedule restriction	Outside configured hours	Check schedule settings
Device offline	No data flowing	Check IoT device status

Actions Not Executing

Issue	Cause	Solution
Notification not received	User preferences	Check notification settings
Command not delivered	Device offline	Verify device connectivity
Work order not created	Permission issue	Check workflow permissions

Too Many Alerts

Issue	Cause	Solution
Alert fatigue	Threshold too sensitive	Adjust condition values
Repeated triggers	Data fluctuating	Add time debounce
Duplicate rules	Multiple rules overlap	Consolidate rules

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Best Practices

Rule Naming

Use clear, descriptive names:

Good	Avoid
Cold Room 1 - High Temp Alert	Rule 1
Server Room Emergency Shutdown	Temp rule
After Hours Motion Detection	Motion

Condition Design

Practice	Benefit
Start with conservative thresholds	Reduce false alarms
Use AND for critical alerts	Increase accuracy
Add time restrictions	Prevent noise
Test before enabling	Validate behavior

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Plan Limits

Plan	Smart Workflows
Lite	3
Basic	10
Professional	50
Enterprise	Unlimited

Condition-Based Triggers

Condition-based triggers (IoT sensor conditions) require Professional plan or above. Time-based workflows are available on all plans.

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Related Articles

• How to Schedule Automation
• Integration Services
• How to Send Downlink Commands

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Need help? Contact Infodeck Support