Once you're confident in building basic workflows, you can unlock more advanced automation using match logic and approval steps. These tools give you precise control over how your workflows behave, enabling smarter, adaptive sequences that respond dynamically to the data in your system.
Using Match Steps to Add Precision #
Match steps in MediaOS allow you to filter automation paths based on specific criteria tied to related records, such as contracts, accounts, or products. This means your workflows can act differently depending on the data they evaluate. For example, you might trigger one action when a contract includes a certain product and take an entirely different path when that product isn’t present. Match logic also supports comparisons by sales rep, insertion date, campaign type, and more—giving you advanced segmentation tools for both sales and production workflows.
To add a match step, open your workflow builder and click the plus icon to create a new step. From the list of options, select “New Match.” You’ll then choose the related object you want to evaluate, such as an account or contract, and define the filtering criteria for that match—for instance, checking whether a product equals “Event Sponsorship.” Once set, you can define what should happen if the criteria are met and what should occur if they are not. You might choose to send an email, trigger another match step, assign a task, update a field, or take no action at all.
Match steps mirror the filter logic found across MediaOS—on the Account, Contract, and Line Item pages—so if you're familiar with those tools, you'll feel right at home building match-based automations.
Creating Staircase Logic for Complex Branching #
When one match isn’t enough to cover all conditions, you can chain multiple match steps together to create a staircase logic flow. This structure allows you to test several conditions in sequence, guiding each branch of your workflow to the correct outcome.
For example, if a contract includes “Event Sponsorship,” your first match might send a form to the production contact. If it doesn’t match, the workflow continues to a second step checking for “Expo Booth,” which could trigger a different follow-up action. This cascading logic can continue across as many conditions as necessary, allowing your automation to evaluate complex scenarios with structured fallback paths.
Stair-casing is especially helpful when you're supporting multiple product types, tracking layered campaign behaviors, or differentiating follow-ups based on priority.
Adding Approval Steps When Human Oversight Is Needed #
Not all workflows can be fully automated—sometimes, human judgment is required. Approval steps in MediaOS are designed to add this layer of decision-making into any automation sequence. These are ideal for quality checks, onboarding reviews, and handoffs that need a teammate or manager to make a call before moving forward.
To insert an approval step, add a new action in the workflow builder and select “Approval.” You’ll assign the approver either by selecting a specific user or using a dynamic role like “Account Owner.” Then, define the available response options, such as “Yes” or “No,” and specify what should happen based on the selection. Each response can lead to a different outcome—for example, continuing the workflow if approved or triggering a follow-up task if denied.
Approvals appear in the approver’s Today tab, prompting a quick response that helps keep the process moving. Since approvals are fully integrated into the MediaOS workflow engine, they remain logged and timestamped for audit purposes.
Driving Outcomes with Match and Approval Logic #
Both match steps and approval steps can trigger a wide range of outcomes across your MediaOS environment. You can send templated emails, update contract or account statuses, assign tasks, add contacts to marketing lists, or create entirely new branches within your automation. These outcomes can support both internal coordination and external communications, ensuring that your workflows produce real, measurable impact.
Because match logic supports filtering by attributes such as product, assigned sales rep, or even date ranges, it’s especially effective for driving time-sensitive actions like post-sale outreach, onboarding sequences, or campaign-specific alerts.
Planning Your Workflow Logic for Scale #
As your automation strategies grow more complex, planning becomes essential. Before building an advanced workflow, take time to map out the logic tree on paper or in a visual tool. Group related match steps together and use clear, descriptive labels so that your automation remains readable and maintainable over time. Always test your workflows with sample records to confirm expected behavior before launching them into live use.
Well-structured workflows reduce friction, eliminate guesswork, and create a more responsive, intelligent experience for both your team and your clients.
