Solutions / Workflow Automation
Automate routine Deal File work without losing control
Create practical automations around the events that already happen in a Deal File. Reduce repetitive administration, notify the right person and keep a visible record of what the workflow did.
01
Start with a dealership event
A document upload, Deal File status, new tag or elapsed period can trigger the next action. That action might add or remove a mandatory document, create a task, add a note, send an email or pass work to a connected service.
02
Build your process your way
Different dealerships have different sales journeys, lender relationships and approval controls. The workflow builder lets authorised teams configure rules around their real process instead of forcing every site through a rigid generic sequence.
03
Keep automation accountable
Automation should be observable. Auto eDocs records workflow runs and provides controls for validation, versions and execution, helping administrators understand what was configured and investigate exceptions.
04
Connect the wider toolset
Workflow actions can extend beyond Auto eDocs through supported integrations, APIs and webhooks. This can reduce double entry between Deal Files and the collaboration, task or dealership systems used by your team.
Explore the workflow engineNext step
See how Auto eDocs fits your dealership
Book a tailored demonstration or create an account to start building clearer, more manageable Deal Files.
