⚙️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

Last updated

Was this helpful?