Save Time With NEW Automated Workflows in Concord!

Concord’s new automated workflows feature takes the manual effort out of repetitive contract tasks, making it easier to manage and organize documents across teams. By using customizable triggers and actions, this tool automatically updates document properties, organizes files, and manages user permissions — freeing up your time and increasing accuracy across your workflows.

What are automated workflows?

Automated Workflows allow you to define criteria that trigger specific actions within Concord. For example, you can automatically assign custom properties, share documents with key stakeholders, or move files into designated folders. This feature is designed to help you eliminate repetitive tasks, stay organized, and focus on higher-value work.

How to set up an automated workflow

Follow these simple steps to set up your first workflow:

1. Go to the Inbox and select the lightning bolt icon labeled Automation in the left-hand menu.
2. On the Automations page, choose Workflows from the sub-menu.
3. Click the blue Create Workflow button in the upper-right corner to access the Workflow Builder.

In the Workflow Builder, configure your workflow by completing the following steps:

• Name Your Workflow: Assign a clear name for internal tracking and audit trails.
• Add a Description (Optional): Provide a brief statement about the workflow’s purpose, such as “Organize tech vendor contracts automatically.”
• Set Triggers (When Section): Define what will initiate the workflow. Available triggers include:
  • Agreement Category: The high-level category of the document.
  • Document Type: Classifications such as invoices or contracts.
  • Third-Party Addition: When specific external parties are added to a document.
  • Shared-With: Conditions based on document sharing.
  • Custom Properties: Trigger based on any custom property (long text fields coming soon).
• Define Actions (Then Section): Specify what happens when the workflow is triggered. Options include:
  • Add Property: Apply or update custom document properties.
  • Add User: Share the document with users and assign permission levels (Viewer, Limited Editor, Full Editor).
  • Move Document: Place the document in a specified folder for streamlined organization.

Common use cases for automated workflows

Automated workflows are versatile and adapt to a range of business needs. Here are some examples of how you can use them:

• Tech vendor onboarding: Simplify procurement tasks and maintain consistent records.
• Financial document processing in the CFO’s office: Organize invoices and streamline approvals.

Example 1: Automating new tech vendor onboarding

This workflow helps procurement teams stay informed while organizing new vendor documents.

• Name: New Tech Vendor Onboarding
• Description: “For new tech vendors, notify procurement, track involved teams, and set billing cycles.”
• Trigger: Third Party is one of “Tech Vendor” (from the party library).
• Actions:
  • Add the Head of Procurement as a Viewer.
  • Move the document to the Vendor folder.
  • Add a custom property to track the Involved Team, left blank for later designation.
  • Add a Billing Cycle property set to “Annual.”

This setup notifies procurement, categorizes documents, and maintains billing consistency for tech vendor contracts.

Example 2: Processing financial statements for the CFO’s office

This workflow streamlines financial document management for the CFO and their team.

• Name: Financial Statements Process
• Description: “Automates CFO review and tracks billing cycle for financial statements.”
• Trigger: Document Type equals “Invoice.”
• Actions:
  • Add the CFO as a Limited Editor.
  • Include a Billing Cycle custom property (left blank for editors to complete).
  • Move the document to the Financial Statements folder.

This workflow keeps financial records organized and ready for review while adding key details for future tracking.

Who can access automated workflows?

Automated workflows are available exclusively on Concord’s new Business and Enterprise plans. If you’re using a legacy plan, contact Support@concord.app to learn how to upgrade and activate workflows for your account.

Streamline your processes with automated workflows today!

Concord’s Automated Workflows feature is designed to eliminate inefficiencies, improve collaboration, and provide greater clarity across your organization’s documents. Whether you’re managing vendor agreements, employee contracts, or financial records, automated workflows make it simple to maintain organization, focus on strategic tasks, and drive results.

Ready to take your contract management to the next level? Start building your workflows today!