• Automations are available on all plans for a limited time. Then they'll be available on our Professional and Enterprise plans.

  • Only team members with permission to manage automations can create and edit automations. Team members without this permission can only view existing automations.

You can now automate manual steps in your projects by creating custom automations.

This makes it easy to:

  • avoid repetitive, error-prone tasks and save time

  • create consistent workflows that meet your compliance needs

  • eliminate review queues that need to be continued manually


Create your project automations

An automation consists of a trigger that leads to one or more actions responding to it.

Triggers

  • Reviewer submitted review decision

More triggers will be available soon. If you'd like to request a specific trigger, please get in touch.

Actions

  • Change review status

  • Start review in the next review step

More actions will be available soon. If you're like to request a specific action, please get in touch.

How to create an automation

  1. Open the project you would like to create an automation for

  2. Click the Automations button above the project view and select Create automation

  3. Select the trigger from the dropdown menu for your automation

  4. Customize the trigger settings to suit your workflow

  5. Add actions to your automation and customize it to your needs

  6. Activate the automation by clicking Save automation

How to edit existing automations

  1. Click the Automations button at the top of your project dashboard and select the automation you want to edit

  2. Hover over the part you want to edit, then click the pen symbol to edit your triggers and actions

  3. Click Save automation to apply your changes

How to pause an automation

  1. Click the Automations button at the top of your project dashboard and select the automation you want to edit

  2. Click on the slider to pause this automation – if you change your mind and want to reactivate the automation, click on the slider again

  3. Click Save automation to apply your changes

How to delete an automation

  1. Click the Automations button at the top of your project dashboard and select the automation you want to edit

  2. Select Delete automation and confirm your choice

Get updates when automations have been triggered

Once an automation is enabled in a project, project collaborators and reviewers will be notified of any changes made by automations.

You will be notified by email via the project activity notifications.

You'll also see these updates in the notification center.

For more information about your notification settings, please refer to the article "Control how many email notifications you are getting".

If you are interested in this feature, contact us directly at support@filestage.io. We will be happy to help you!

If you have any questions or comments, please feel free to reach us through chat or email at support@filestage.io.

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