---
title: "Workflow Example: Processing Financial Statements for the CFO’s Office"
description: This workflow is intended to streamline the CFO’s office by automating the review, categorization, and organization of financial statements.
---
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# Workflow Example: Processing Financial Statements for the CFO’s Office
## This workflow is intended to streamline the CFO’s office by automating the review, categorization, and organization of financial statements.
**Workflow Setup**
1\. **Name**: Financial Statements Process
2\. **Description**: “Automates CFO review and tracks billing cycle for financial statements.”
3\. **Set Trigger (When Section)**:
- **Document Type**: Select **document type**.
- **Condition**: Set to **equals**.
- **Value**: Choose **Invoice**.
4\. **Define Actions (Then Section)**:
- **Invite CFO to Review**: Add the **CFO** as a **Limited Editor** to keep them in the loop.
- **Add a Custom Property**: Include a **Billing Cycle** custom property as **blank** (options like annual, monthly, quarterly) for the document editor to fill in later.
- **Move Document**: Automatically move the document to the **Financial Statements** folder.
**Summary**
This workflow initiates CFO review, adds a billing cycle property, and organizes financial documents by moving them to the **Financial Statements** folder. It ensures efficient document management and compliance with billing tracking requirements.
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