Workflows — automate what happens around an agreement
Drag a process onto a canvas: when this happens to an agreement, do these things.
A workflow is a rule: when an agreement reaches this state, do these things. Build it on a canvas rather than in a form.
Triggers
- the envelope is sent
- all parties have signed
- someone declines
- it expires unsigned
Optionally narrow it further: only when the title contains "NDA".
Actions
- Email someone — a person or a team inbox
- Post to Slack or Teams — into your connected channel
- Create an obligation — diarise a follow-up N days out, with its own reminder
- File in a folder — move it into a team folder automatically
- Transfer custody — hand ownership to a colleague
Building one
Go to Workflows. The trigger and condition are already on the canvas; click an action in the palette to add it. Fill in its details on the node, drag nodes to arrange them, and save. Node positions are saved with the workflow.
A worked example: when an agreement whose title contains "Lease" is fully signed, email legal@, post to the property channel, file it in the Leases folder, and create a review obligation 45 days out.
Where they run
Server-side, the moment the trigger fires — no polling and no third-party automation tool in the middle. Everything a workflow did is written into the envelope's audit trail, so it's verifiable later.