⚙️Workflows & Automation

Automate your operations with powerful workflow tools.

Creating Workflows

Workflow Builder

Use our visual workflow builder to create automated processes:

• Drag-and-drop interface

• Pre-built templates

• Custom logic and conditions

• Multiple triggers and actions

Workflow Components

Triggers

• Time-based (schedule)

• Event-based (document created, user added)

• Webhook triggers

• Manual triggers

Actions

• Send notifications

• Create/update documents

• Assign tasks

• Make API calls

• Run custom scripts

Conditions

• If/then logic

• Multiple conditions

• AND/OR operators

• Custom variables

Workflow Templates

Onboarding Automation

Automate new user onboarding:

1. Create welcome document

2. Assign training tasks

3. Send welcome email

4. Schedule check-in meeting

Document Approval

Automate approval processes:

1. Submit for review

2. Notify reviewers

3. Collect feedback

4. Auto-publish when approved

Task Management

Automate task workflows:

1. Create task from template

2. Assign to team member

3. Set deadline

4. Send reminders

5. Update status

Monitoring & Optimization

• View execution history

• Track success rates

• Identify bottlenecks

• Optimize performance