Automation Workflows

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 Expiring Document Reminders, if the new document changes the expiration date the automation is tracking, the current cadence is interrupted (triggering any Workflow Interruption actions, e.g. tag removal) and a new cadence starts automatically based on the new date.

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:

Please note: The interruption actions run only when a workflow is interrupted. They do not run when a cadence completes naturally. Tags added during a cadence that runs to completion are not removed automatically.

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

Interruptions occur when the document expiration date the automation is tracking changes, for example when a newly uploaded document or an edited date shifts it, or when the automation is toggled off for the party.
When the date changes, the system waits a short settling period (currently a few minutes) before interrupting, so that rapid successive date changes during an upload/review session don't cause repeated interruptions.
If the automation is still enabled and there is still an eligible document expiration date, a new cadence starts automatically, anchored to the new date.

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