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Workflows
Calculation nodes
Doing math and date work in a workflow without writing an expression. Calculation steps live in the Calculation group: Formula (for example amount times 0.1 for a ten percent commission), Adjust Time (move a date by seconds up to years, such as three days after a deal was created), Aggregate Values (sum, average, minimum or maximum of a list) and Random Number (a whole number in a range, useful for test groups). Each passes its result on as a variable.
Transcript
Calculation steps do the math for you, without writing an expression. They're in the Calculation group: Aggregate Values, Formula, Random Number and Adjust Time. Formula works out a value from a formula you write: here, the deal's amount times zero point one, for a ten percent commission. Adjust Time moves a date forward or back, by anything from seconds to years. Here, three days after the deal was created, for a follow-up. Aggregate Values takes a list, typed in or picked from an earlier step, and returns its sum, average, minimum or maximum. Random Number picks a whole number in a range, like one to two, handy for splitting contacts into test groups. Each one passes its answer on as a variable, Result, Adjusted DateTime or Random Number, for the steps that follow. At month end, Dana asks Claude to work out commission. Claude adds a Formula and a task, as a draft. Claude, ChatGPT or any assistant you connect to Vetta works on your real workspace, so repeat this, then give it a bigger job each week. In Vetta, check the formula, then activate it yourself.
Read the article: Setting workflow actions in Vetta