Unlimited Automations require a Booster . (7-day trial, monthly engagement, cancel anytime.)
Please note that the automation experience has evolved as of June 2022, this article still shows the old experience and is currently being updated for your convenience.
The Automation feature has now replaced your regular Notifications Tab (in your processes).
You don't have anything to do, existing notifications have been transferred to your automation tab.
The power of Automations
Automations are a very powerful tool when it comes to triggering notifications or specific actions. Here are all the things you can achieve automatically using Clustdoc automation feature.
You can create simple automation or multi-steps automation.
We're showing in this article an example of automation: automatically assigning a stakeholder
List of triggers and actions
You can combine the triggers and actions below to automate your work.
Triggers
TRIGGER |
EXPLANATION / EXAMPLE |
When a contact is invited to start an application |
Eg: When a user is invited to start a process |
When someone registers on a portal |
Eg: When someone online registers on one of your portals |
When an application status is updated |
Eg: When an application is closed |
When an application progress stage is updated |
Eg: When an application custom stage moves from “stage 1” to “stage 2” |
When a step status is updated in the checklist |
Eg: Valid ID moves from missing to pending review |
When a new step is added to the checklist |
Eg: New file request added to a live application |
When a message is sent to an end-user |
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When an attachment is added to a live application |
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When a shortcut button is clicked |
Shortcut button are added on the application page header. Read this |
At a specific date |
Eg 5 days before deadline … send reminders |
Actions
ACTION |
EXPLANATION / EXAMPLE |
Notify specific stakeholder |
Eg. The stakeholder selected in the trigger |
Notify several stakeholders |
Select the stakeholders that should be notified |
Notify email addresses |
Eg. Teammates, external partners |
Update application status |
Eg: Move application from 'On going' to 'Closed' |
Update application progress stage |
Eg: Move application custom stage from “stage 1” to “stage 2” |
Update application deadline |
Eg. Extends deadline by X additional days |
Apply tags to application |
Applies tag 'VIP clients' to related application |
Update step status in checklist |
Marks step as 'Approved' |
Start a new application |
Create a new application for the same user or another user using another process |
Assign a stakeholder |
Automatically assign a secondary stakeholder role on the same application |
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How to create an automation
- Go to Resources>Processes
- Select one of your processes
- From the sidebar, click on Automation
- Click on ht New automation blue button to get started
- Follow the steps
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