How to Set up Automated Workflows

Summary: Discover how to streamline your processes by setting up automated workflows in CloudDocs.

CloudDocs offers powerful automation capabilities to boost productivity and efficiency. Automated workflows can handle repetitive tasks, notifications, and approvals, reducing manual intervention. This article will walk you through the process of setting up your first automated workflow.

1. Understanding Workflow Components: Familiarize yourself with the components of a workflow, such as triggers, conditions, actions, and escalations. A trigger is the event that initiates the workflow, while conditions determine the path the workflow follows.

2. Creating a New Workflow: To begin, go to the "Workflows" section and click on the "+ New Workflow" button. Name your workflow and define the trigger that activates it, such as document creation, status change, or due date expiration.

3. Configuring Workflow Steps: Define the steps of the workflow by adding conditions and actions. For example, you can automatically assign tasks, send notifications, or update document statuses based on specific conditions.

4. Testing and Validation: Before enabling the workflow, use the testing mode to validate the logic and flow. Simulate different scenarios to ensure the workflow behaves as expected.

5. Activating the Workflow: Once satisfied with the setup, activate the workflow. From now on, CloudDocs will handle repetitive tasks, freeing up time for you and your team to focus on more strategic activities.