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Create automations for your projects

Create automations for your projects

Learn how to use automations to improve your workflow
Peter Steidel avatar
Written by Peter Steidel. Updated over a week ago

Article overview:

  1. Create your project automations

  2. How to create an automation

  3. How to edit existing automations

  4. How to pause an automation

  5. How to delete an automation

  • 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

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

Triggers

  • Reviewer submits review decision

  • Review started for a file

  • due date reached

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

Actions

  • Start review in the next review step

  • Change review status

  • Set due date

Enjoy a variety of automations, like:

  • When reviewers approve the file, change the review status and start the review in the next review step

  • 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 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 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.

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.

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