#Automation

The Automation module helps reduce manual effort and operational risk by automating policy-driven actions across Google Workspace. It enables teams to consistently enforce governance, data protection, and lifecycle management rules by translating compliance requirements into repeatable, automated workflows.

By responding to events, conditions, and predefined triggers in real time, the Automation module minimizes routine administrative tasks, improves accuracy, and ensures controls are applied reliably at scale.

#Create a Workflow

You can create a workflow either from a built-in template or from scratch. For details on available templates and instructions on building workflows, refer to the sections below.

#Create from a Template

Confidence Platform for Google provides three preconfigured templates with triggers, branches, and actions already defined, allowing you to quickly customize and create workflows:

• User onboarding - When a user is newly created or invited, automatically assign licenses, add the user to specific groups or shared drives, or notify designated users.

• User suspension - When a user is suspended, automatically remove the user from groups or shared drives, revoke licenses, or notify designated users.

• Start renewal process after creation - When a shared drive is created, automatically apply a renewal profile.

To create a workflow from a template, complete the following steps:

1. On the Automation page, click Create workflow in the upper-right corner.

2. From the dropdown list, select Choose from a template.

3. In the Choose from a template window, select a template. You will be redirected to the workflow creation page with the template configurations applied.

4. On the workflow creation page, adjust the following configurations as needed:

   • Select trigger tenant - Click the trigger and select the tenant in the trigger configuration panel.

   • Configure if/then branches - An if/then branch evaluates defined rules in sequence and routes execution to the first matching branch. It supports If, Else if, and optional Else logic.

     • If branch - When creating a workflow from a template, an If branch with predefined actions is already included.
       Click the green branch to edit its configuration, enter a branch name, and click Add condition to define one or more conditions. You can specify whether conditions use And or Or logic.

     • Else if branch - Click Add branch to create an Else if branch, then configure the branch name and conditions.
       Else if branches are evaluated when the preceding If branch conditions are not met. Branches are evaluated from top to bottom.

     • Else branch - The Else branch runs when none of the If or Else if conditions are met.
       It does not require any conditions. Click the red branch to edit the branch name.

     NOTE

     Branches are evaluated sequentially, and only the first matching branch is executed.

   • Add actions - After configuring branches, click the Add icon under each branch to define the actions to perform when the branch conditions are met.

     In addition to actions supported by the trigger event, you can add an Action interval to control the delay between actions. Intervals can be set in minutes, hours, or days.

5. Click Save to create the workflow.

#Build from Scratch

To create a workflow without using a template, complete the following steps.

1. On the Automation page, click Create workflow in the upper-right corner.

2. From the dropdown list, select Build from scratch.

3. On the workflow creation page, configure the following:

   • Workflow name - Enter the workflow name in the upper-left corner of the creation pane, next to the Exit button.

   • Add trigger - Select a trigger event for the workflow.

   • Select trigger tenant - Click the trigger and select the tenant in the trigger configuration panel.

   • Add action or if/then branch - Click the Add icon below the trigger to add an action directly, or configure an if/then branch to define conditional logic.

     • Configure if/then branch - An if/then branch is a conditional control that evaluates defined rules in order and routes execution to the first matching branch. Use it to model decision logic by specifying If and Else if conditions, with an optional Else fallback when no conditions are met. Use If, Else if, and optional Else branches to model decision logic.

       • If branch - Click the green branch to edit the branch configurations. Enter a branch name and the click Add condition to configure conditions for this branch. You can add multiple conditions to a branch and define whether they are in the “And” or “Or” condition.

       • Else if branch – Click Add branch to add Else if branch and then configure the branch name and branch conditions. When conditions in the If branch are not met, conditions in the Else if branches will be checked. Branches are evaluated in order, from top to bottom.

       • Else branch – An Else branch is a fallback branch that runs when none of the preceding If or Else if conditions are met. Therefore, an Else branch does not require any conditions. Click the red branch to edit the branch name.

       NOTE

       Branches are evaluated sequentially, and only the first matching branch is executed.

     • Add actions - After configuring branches, click the Add icon under each branch to define the actions to perform when branch conditions are met.
       You can also add an Action interval to control delays between actions, measured in minutes, hours, or days.

4. Click Save to create the workflow.

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#Manage Workflows

After a workflow is created, you can perform the following management actions:

• Edit - Select a workflow and click Edit above the table, or click the … icon at the far right of the workflow row and select Edit.

• Enable or disable - Select a workflow and click Enable or Disable above the table, or use the … menu.
  You can also toggle the switch in the Status column to enable or disable the workflow.

• Delete - Select a workflow and click Delete above the table, or use the … menu to remove the workflow.