How to Create a Workflow in Concord

The Automation Workflows feature is designed to streamline repetitive tasks by automating specific actions based on customizable triggers.

Overview

This tool allows users to define criteria and corresponding actions, which automatically manage document properties, user permissions, and folder organization—saving time and ensuring consistency.

Follow these steps to set up a new workflow:

1. From the Inbox, go to the left-hand menu and click on the lightning bolt icon labeled “Automation.”
2. Once on the Automations page, select Workflows from the left-hand sub-menu.
3. In the upper right corner, click on the blue “Create Workflow” button.
   
4. This will take you to the Workflow Builder. You can now configure your Workflow Settings:
   1. Name Your Workflow: Enter an internal name visible in the audit trail, helping users identify actions associated with the workflow.
   2. Add a Description (Optional): Although not required, a brief if-then statement here can clarify the workflow’s purpose.
   3. Set Triggers (When Section): Define conditions to start the workflow. Available triggers include:
      1. Agreement Category: A high-level category of what the document is. 
      2. Document Type: Initiate based on the document’s classification.
         
      3. Third-Party Addition: Trigger when specific external parties are added.
      4. Shared-With: Start based on whom the document is shared with.
      5. Custom Properties: Choose any custom property as a trigger (note: long text fields are currently unsupported but will be added soon).
   4. Define Actions (Then Section): Specify what the workflow will do when triggered. Options include:
      1. Add Property: Apply any custom document property.
      2. Add User: Share the document with internal or external users, defining their permission level (Viewer, Limited Editor, or Full Editor).
      3. Move Document: Automatically place the document in a specific folder.

Common Use Cases

• Automating New Hire Employment Contracts for HR

• Processing Financial Statements in the CFO’s Office

• Managing New Tech Vendor Onboarding

Supported Plans
Automation workflows are only available for new business and enterprise plans. If you are on a legacy plan, please reach out to Support@concord.app if you would like to enable workflows on your account.