Automations

What this screen is for

Automations is where repeatable workspace behavior is configured. Use it to reduce manual routing and keep common accounting workflows consistent.

Before you start

Know the trigger, expected action, review requirement, and fallback owner for the workflow you want to automate.

Basic walkthrough

1. Open Automations from the Workspace tab.
2. Review existing automations before adding a new one.
3. Define the workflow trigger and intended result.
4. Confirm whether the automation should prepare work, notify someone, or route an item for review.
5. Test the automation with a small, understandable case.

What to check next

Use Knowledge Base to maintain reusable workflow context. Use Dashboard to confirm automated work appears in the right queue.