Note: The suggestions you see depend on your data configuration, configurations may appear different from what you see in some of the images below.

Configure the process your event should trigger:

  1. In the Run this process section of the editor, click +Add a step. Type 'Send welcome email to employee' into the text box and click on Create a custom step. This implicitly creates a process.

2. Click on the Send welcome email to employee step to show its configuration on the settings pane to the right.

3. In the Settings pane, configure the step as follows:

a. Select Run a task for step type.

b. In the Task section, click Create new task.

c. And under Task Category, select Send an email.

d. Type Send welcome email as the Task name.

e. Click on the Go to : Task link on the bottom of the right panel to configure the task.

f. Select Employees as the Table name.

g. Add relevant values for Email Subject and Email body fields.

h. Click Save to save all your changes.

Your bot should now look like this:

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