Features / Workflow Engine
Build dealership workflows around real Deal File events
The Auto eDocs workflow engine helps dealerships make repeatable processes operational. Define when a rule applies, what should happen and how the workflow fits the Deal File lifecycle.
01
Triggers grounded in Deal File activity
Respond to events such as document uploads, status changes, tags and Deal File ageing. Conditions help ensure the workflow applies to the right file and circumstance.
02
Actions that remove routine effort
Create tasks, send emails, add notes or tags, and update mandatory document requirements. Supported integration actions can also pass work to services such as Slack or Trello where configured.
03
Publish with confidence
Validation, versions and administrative controls help teams review workflows before and after publication. Execution history supports troubleshooting when a rule does not behave as expected.
04
Start small and refine
The best automations solve a clear recurring problem. Begin with a high-volume reminder or document rule, measure whether it helps, then extend the workflow as staff gain confidence.
Read the automation planning guideNext step
See how Auto eDocs fits your dealership
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