How automations work in Clustdoc – Clustdoc

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
When an attachment is added to a live application
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

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