Getting Started with Productiv Workflows

Note: Workflows are available to Productiv Customers on certain skus.  If you do not have workflows in your environment talk to your CSM about how to get access. 

Now that you have set up the Productiv Platform with your data connectors, it's time to start configuring workflows. 

Workflows are automated sequences of steps that are triggered by a specific event. There are three types of workflows within Productiv.

• Software Renewal: Automate the process of renewing software contracts, triggered by the approaching renewal end date.
  
  
• Application Review: Automate risk and compliance reviews for applications such as with newly discovered shadow IT.
  
  
• New Software Purchase: Automate the purchase of new software, supported by built-in intelligence to recommend purchased software when applicable.
  
  
• General Purchase: Automate and manage any type of non-software purchase or service, such as purchasing hardware for employees or setting up a marketing event.

Reference the Workflows Section of the Help Center to familiarize yourself with the different types of workflows and their use cases.  Then dive into the Workflow Builder itself and learn about Workflow steps and associated tasks to understand exactly how to automate processes related to managing your SaaS.