Create automations for your projects

ℹ️ This feature is currently in early access and more functions will be added very soon. Please let us know if you have any suggestions on how we can improve this feature.

⚠️ To be able to use this feature in early access, you need to enable it in your early access settings.

Automations are available on all plans during early access. 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
eleminate 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

Open the project you would like to create an automation for
Click the Automations button above the project view and select Create automation
Select the trigger from the dropdown menu for your automation
Customize the trigger settings to suit your workflow
Add actions to your automation and customize it to your needs
Activate the automation by clicking Save automation

How to edit existing automations

Click the Automations button at the top of your project dashboard and select the automation you want to edit
Hover over the part you want to edit, then click the pen symbol to edit your triggers and actions
Click Save automation to apply your changes

How to pause an automation

Click the Automations button at the top of your project dashboard and select the automation you want to edit
Click on the slider to pause this automation – if you change your mind and want to reactivate the automation, click on the slider again
Click Save automation to apply your changes

How to delete an automation

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