Workflows are CybSafe's newest feature designed for easy automation of your security tasks to save you time!!
Develop flows based off triggers that ensure your people have the right support at the right time with a personal touch.
Did we mention there is no coding required!
All you need to do is select your tigger, define the audience for the workflow and ensure there is an action
Getting started
To get started head to RESPOND > Workflows in the admin navigation menu.
Our Workflows page is broken into two tabs;
Workflows - Where you can create a new workflow or manage any that you have already created.
Library - Where you can browse our templates to easily start with a predefined Workflow.
Our Library is great resource to use for inspiration and to review what steps go into a great workflow to help you get to grips with the feature.
How to build a Workflow.
Follow these steps create a workflow.
Create a workflow
Navigate to our Workflow page and click on the Create workflow button.
You will be presented with our Workflow builder
Give your workflow a name so you can recognise it on the platform.
We usually give the workflow a name related to what it does on the CybSafe platform.
Define your audience
Next step is to define your audience, click on the AUDIENCE box to open the menu.
Click on 'Add audience', from here you can set the rule that defines your audience.
Some examples of rules that can be used are;
Behaviour score
Group membership
Progress in modules or goals
User creation dates
and many more...
If you leave this blank, by default all of your people are enrolled in the workflow.
Check the box to re-enter your people into the workflow after completion if required.
Once you are happy with your audience setup, click on "Save and close" in the top right hand corner.
Set your Triggers
Clicking on the trigger box allows you to setup what event on the platform triggers the workflow for your people.
You can filter by data source to target specific 3rd party behaviour integration events or specific areas of the CybSafe platform.
There is a handy search bar to unearth the specific trigger you may be thinking of.
Simply tick the relevant trigger and click on "Save and close".
If you do not select a trigger the audience will be enrolled in the workflow immediately.
Add actions
Now that our audience and triggers are defined we need to add actions to the workflow to achieve our goal.
Simply click on the ➕ sign beneath the Trigger box to get going.
This will open the Actions menu where you can select and configure the relevant action.
Some triggers you may want to use are;
Send notification to user
Enrol in training module
Enrol in phishing simulation
Add user to group
remove user from group
and many more.
We have three actions that you may want to use to control the workflows further.
Wait for trigger - to wait for a specific event to happen after the initial trigger for the audience. This is a handy to way to combine two or more of our triggers.
i.e your initial trigger might be for your people who have completed our Social engineering module. Then to wait for an event for an interaction with a phishing email to then ask the user to review the module or complete a phishing related goal.
Add delay - to delay the next step of the workflow for a certain time period.
Filter users - Allows you to split your workflow audience based on a rule.
i.e. if the audience is or is not part of a group, or has or has not yet logged into CybSafe.
Publish workflow
Once you are satisfied with your flow, simply click on the "Publish workflow" button in the bottom right hand side of the page.
This will then take you back to the main workflows page where you can see the workflow setup.
Actions on existing workflows
Once a workflow exists there are a few actions you can take on the workflows.
Simply click the three dots to to the right hand side of the relevant workflow.
From this menu you can;
Pause
Edit
Duplicate
Reset
Workflow activity
Allows you to keep a close eye on what is happening in your workflow and to track users through each step.
You can also search each workflows activity log for a user.
Additional info
Find more information about our Workflows feature
Still have questions?
If you still have questions, you can contact the CybSafe team via support@cybsafe.com. We’re on hand to help resolve any further issues!