What are automations?
Automations are simple, easy-to-configure patterns of actions that are embedded into Workiva experiences. Automate your workflow with these quick operations that provide enhanced productivity and collaboration without the need for extensive management or oversight. Automations are designed for process collaborators working in Documents, Spreadsheets, and Presentations.
Enhanced productivity |
Automated workflows |
Streamlined collaboration |
Create an automation
Document, spreadsheet, and presentation Owners can create automations. To create a new automation, click the plus sign in the Automations panel and give your automation a meaningful name.
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Automation Trigger The trigger is an event in Workiva that automatically starts the pattern of actions set up in the automation. Choose a trigger from the drop-down menu to display the related filters. |
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Trigger Filters Trigger filters define the operations of your automation, such as individual sections to target in a document, or which collaborators to watch for. Some of the filters offer the options of Any or All to provide more flexibility as you configure your automation. All input fields are required here to make sure your automation works as expected. |
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Action Details The action is what happens once the trigger specifications are met. Select the action to be performed from the drop-down to display the configuration details and specify how it should execute. |
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Manage saved automations
The Automations panel displays your saved automations as cards that include information such as name, status, and creation details. You can access options to Edit, Disable, and Delete from each automation’s drop-down menu. Disabled automations remain in the panel, but won’t execute.
View automation activity
The automation activity log shows both admin and execution activities.
- Admin activities include creating, enabling, disabling, and editing automations
- Execution activities track if an automation runs successfully, has any errors, or fails
You can filter the list by activity type and export to CSV.
What's next?
Automate outline label notifications