How to use automations

Automations help you speed up your workflow by triggering actions based on specific events. They handle repetitive tasks like moving files, updating statuses, or archiving projects. This allows your team to focus on high-value work instead of manual project management.

Automations are only available on our Business and Enterprise plans.

How to set up automations

1. Open the Project dashboard

2. Click the Automation button

   

3. Select Create automation

   

4. Choose a trigger (the event that starts the automation)

   

5. Define the Action (what should happen automatically)

   

6. Review your setup and click Save automation

   

Once saved, the automation will run automatically whenever the trigger condition is met.

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

What automations are available

Automations can be configured individually for each reviewer group.

Triggers and Actions explained

To build an automation, you combine two elements:

Trigger: An event such as a review decision, status change or due date.

Action: What Filestage does automatically, such as updating the review status or setting a due date.

Custom automations

In addition to default setups, we also support custom automations for more advanced workflows.

Custom automations allow you to:

• Combine multiple conditions

• Adapt workflows to internal approval rules

• Match complex review processes used by legal, compliance, or enterprise teams

For advanced needs, we offer custom automations tailored to your specific workflow. These are ideal if you manage complex approval rules or if you want to automate manual steps in the process that go beyond standard setups.

Our Customer Success team will work with you to build and implement these high-level automations. Please note that custom solutions are scoped individually and may involve additional costs. Interested in a custom setup? Contact our team at support@filestage.io to discuss your requirements and receive a personalized quote.

What´s next? After understanding how to create and use automations, see how to use the search to quickly find the information you need.

Let us know if you have any questions by reaching out to us on chat or emailing us at support@filestage.io. We're always happy to help!