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Workflow Types (Continuous vs Events vs Periodic vs Scheduled)

Learn the differences between Perspio workflow types—Continuous, Events, Periodic, and Scheduled. This guide explains how each type triggers, when to use it, key considerations, and practical workflow examples for alerts, checks, and time-based notifications.

Overview

When creating a workflow in Perspio, the first and most important decision is the Workflow Type. The type determines how and when Perspio evaluates asset data and what kind of trigger initiates the workflow.

Workflow Types available in the Details step:

  • Continuous – reacts to live data

  • Events – reacts to an event

  • Periodic – checks data at an interval

  • Scheduled – triggers at a set time


Why Workflow Type matters

Workflow Type affects:

  • Trigger behaviour (live signal changes vs discrete events vs timer-based evaluation)

  • How quickly actions fire (immediate vs interval-based vs time-based)

  • Noise control (frequency of evaluation + use of suppression)

  • Best-fit use cases (alerts, reminders, daily summaries, compliance checks, etc.)


Where to select the Workflow Type

Workflow Type is selected in the Add Workflow Wizard → Step 1: Details.

Screen controls (Workflow Type selector)

  • Workflow Type is a required field (marked with an asterisk).

  • Types appear as four selectable tabs:

    • Continuous

    • Events

    • Periodic

    • Scheduled

  • Selecting a type updates:

    • A short helper line under the tabs (e.g., “Selected type will: …”)

    • A blue informational banner that explains the trigger model for that type

Tip: Choose the workflow type based on how you want the workflow to start, then design the Scope, Condition, Schedule, and Actions around it.


Continuous workflows

What it does

A Continuous workflow evaluates live data for assets in scope and reacts as new signals/events are generated. The interface describes this as:

  • “Selected type will: react to live data”

  • “Evaluates every signal and event generated by assets in scope”

When to use Continuous

Use Continuous when you need near real-time detection, such as:

  • Telemetry thresholds

  • State changes (door open/close, ignition on/off, temperature out of range)

  • Any workflow where timeliness matters

Strengths

  • Fast reaction time

  • Ideal for operational alerts and safety/compliance monitoring

Considerations

  • Can generate frequent triggers if conditions are broad

  • Use Schedule (Recurring + business hours) and Suppression to control noise

Example Continuous workflows

Cold-chain temperature alert (immediate)

  • Condition: Temperature > threshold for X minutes (if supported)

  • Actions: Send SMS/Email including Asset Name + current temperature (use Variable Inspector)

  • Suppression: Until False (to avoid repeated notifications while still in alarm state)

Door open alert

  • Condition: Door status = Open

  • Actions: Send SMS to asset contact phone; include asset + location details


Events workflows

What it does

An Events workflow triggers when a defined event occurs (as opposed to continuously evaluating all live updates). The interface describes this as:

  • “Selected type will: react to an event”

  • “Trigger an action for an event”

When to use Events

Use Events when you have a discrete event you want to respond to, such as:

  • A platform-generated event (Accidents, Trip Start, Ignition On/Off trigger event)

  • An integration event (connector-driven event)

  • A device/event signal that is best treated as a single occurrence (rather than a state)

Strengths

  • Clean, intention-based triggers (event occurs → action fires)

  • Often simpler to reason about than continuous threshold monitoring

Considerations

  • Depends on the availability/quality of the event source

  • Events are typically “moment-in-time” signals; you may still include asset context in Actions for clarity

Example Events workflows

Trip Start / Trip End notifications

  • Trigger: Trip Start event

  • Actions: Email/SMS operations including Asset Name, time, and relevant telemetry

Panic / duress event

  • Trigger: Panic event raised by device/integration

  • Actions: Immediate SMS escalation to on-call list and email to managers


Periodic workflows

What it does

A Periodic workflow evaluates the state of an asset at a specified interval (e.g., every X minutes/hours depending on configuration). The interface describes this as:

  • “Selected type will: check data periodically”

  • “Evaluates the state of an asset at a specified interval”

When to use Periodic

Use Periodic when:

  • You don’t need instant detection

  • You want regular checks and controlled frequency

  • You want to detect conditions that make more sense as a “polling” check than a live stream trigger

Strengths

  • Predictable evaluation cadence

  • Useful for routine validations and health checks

  • Can reduce noise compared to continuous evaluation for noisy telemetry

Considerations

  • Alerts can be delayed up to the length of the interval

  • Choose interval carefully (too frequent = noisy, too slow = late response)

  • Still use Suppression to prevent repeat notifications at each interval when a condition remains true

Example Periodic workflows

Daily device heartbeat check (every 60 minutes)

  • Condition: Last reported time older than threshold

  • Actions: Update Perspio Asset - Edit field Device Health to: Healthy

Battery level monitoring (every 6 hours)

  • Condition: Battery level < threshold

  • Actions: Email maintenance with asset name and last-known battery level


Scheduled workflows

What it does

A Scheduled workflow triggers at a set time. The interface describes this as:

  • “Selected type will: schedule an action”

  • “Trigger an action at a set time”

When to use Scheduled

Use Scheduled when you need workflows that run on a timetable, such as:

  • Daily summaries

  • Morning checks

  • End-of-day reporting

  • Weekly reminders

Strengths

  • Highly predictable execution (time-based)

  • Ideal for reporting, summaries, reminders, and routine operational comms.

Considerations

  • This is time-driven, not “instant event-driven”

  • Pair Scheduled with well-designed Action content so recipients understand the context (use Variable Inspector to include asset details/config/telemetry)

Example Scheduled workflows

  1. Daily “Asset status summary” email (06:00 daily)

  • Trigger: Set time

  • Actions: Email operations team; include asset list/context as supported by your configuration and variables

  1. Weekly compliance reminder (Monday 08:00)

  • Trigger: Set time

  • Actions: Email admin/operations; include key asset identifiers and reminder fields where available

  1. End-of-day temperature excursion report (17:00 daily)

  • Trigger: Set time

  • Actions: Email cold-chain team with asset identification and key telemetry values


Choosing the right type (quick guide)

Use this decision logic:

  • Need near real-time reaction to live signals? → Continuous

  • Need to react to a discrete occurrence/event? → Events

  • Need regular checks at a predictable cadence? → Periodic

  • Need to run at a specific time (daily/weekly/time window)? → Scheduled


Best practices across all types

  • Keep Conditions specific: reduce false positives.

  • Use Variable Inspector: insert asset identifiers and context into Email/SMS so recipients can act quickly.

  • Use Schedule + Suppression:

    • Schedule limits monitoring to relevant windows

    • Suppression prevents alert storms and repeat notifications

  • Reference the Actions guide when configuring delivery, recipients, and templates.