Introducing Automations, a highly anticipated feature designed to streamline your workflow. Initially, two automation workflows are available: Expiring Document Reminders and Document Request Reminders.

The "Expiring Document Reminder" is an automation that identifies when an expiration date is approaching for a specific document. It allows you to create an outreach cadence to remind the relevant parties to update their documents before and after expiration.

The "Document Reminder" is an automation feature that enables you to manually enroll parties into an outreach cadence. This mechanism ensures that parties are reminded to provide the necessary documents as required. Once a document is uploaded, the party will be automatically removed from the automation.

*IMPORTANT:* The Document Reminder automation doesn't discriminate based on a party's compliance status. Compliant parties will be included in the cadence and will consequently receive reminder emails if automation is enabled for them.

You can set up your Automations in Settings -> Automations and then select the Edit button on the Automation you'd like to edit.

Tutorial:

To enable automation for a particular party, follow these steps:

Automations are designed to be intuitive. When a new document is uploaded for a party, it automatically deactivates the Document Reminder automation for that particular party. For the Expiring Document Reminders, the system will cease sending notifications if the newly uploaded documents fall outside of the predetermined expiration window set in the automation. This ensures that the party will only receive relevant reminders.

Yes, you can manually turn off automated reminders for an individual party on the party profile page.

Yes, you can select the email template used per email in a cadence. This allows for greater personalization and context-specific reminders.

Yes, the filter allows users to manage their automations by specifying which automations are currently active or inactive in the parties.

Yes, we're constantly looking to improve our features based on user feedback and needs. If you need further information or have any questions/feedback, please don't hesitate to reach out to our team.

A new Workflow Interruptions area is now available in your automation workflow sidebar. This feature enables you to add actions to clean up your workflow when it is interrupted.

The "Workflow Interruptions" feature allows users to specify actions that should be triggered when a workflow is interrupted. This helps in managing and cleaning up workflows effectively.

To add actions, go to the Workflow Interruptions area in your automation workflow sidebar, add the desired actions, and save them.

These actions will be executed when the workflow is interrupted.

You can add various actions, such as:

Interruptions in Document Reminders can occur when the toggle is disabled or when a document has been uploaded.

Interruptions in Expiring Document Reminders can occur when a document has been uploaded.

Yes, you can edit the actions anytime by accessing the Workflow Interruptions area and making the necessary changes.