Article overview:
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You can now automate manual steps by creating custom automation for your projects and project templates.
This makes it easy to:
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Create your project automations
Automation consists of a trigger that leads to one or more actions responding to it.
Triggers
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More triggers will be available soon. If you'd like to request a specific trigger, please get in touch.
Actions
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Enjoy a variety of automations, like:
When reviewers approve the file, change the review status and start the review in the next reviewer group
When the review is started, add a due date
When the due date is reached, start the new review
📌 Please note: "Due date exceeded" trigger: This will be triggered at midnight in the timezone of the person who set the due date. If the due date is exceeded, the trigger will automatically perform an action of your choice, such as changing the review status or starting the next reviewer group.
More actions will be available soon. If you're like to request a specific action, please get in touch.
How to create an automation
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How to edit existing automations
How to pause an automation
How to delete an automation
Automations in project templates
With our latest update, you can now add automations to your project templates, providing a more efficient and optimized workflow. By incorporating automations into your project templates, you can easily create a template and add automations to it, reducing the amount of manual work required. Additionally, you have the flexibility to delete or update the automations in the template as needed, allowing for better control over your workflow. To apply automation to your project template, select your project template and follow the steps outlined previously.
For more information regarding project templates, click on the following help center article: Create and use project templates
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.
💡What´s next? After understanding how to create and use automations, see how to use the search to quickly find the information you need.
If you have any questions or comments, please contact us through chat or email at support@filestage.io.