Automation
Document-ready workflows
Next best actionSign in to create automations
Workflow rules need workspace permissions before G3 can create links, tags, approvals, or audit entries.
0active0/0completed0failed0scheduled
Premium usage guardrailAutomation run usage unavailable
Usage is enforced by the API before scheduled runs and manual retries execute.
Automation insightsNo workflows configured yet
Create a template-based workflow, preview impact, then let the audit trail measure every run.
0%success rate
0total runs0need attentionNot setnext scheduled0runs in 7 days
Create a workflow to unlock health scoring and run trends.
Choose flowPick one clear starting point.Guided builderDocuments, trigger, actions, review.Monitor runsRuns appear after matching documents finish processing.Email intakeTest inbox attachments and route files into processing.Security rulesSet roles, retention, share expiry, approvals, and audit posture.
1Goal2Documents3When4Actions5Review
Execution readinessSign in to run automations
Automation buttons stay guarded until an editor session is active.
0Runnable nowSign in to enable manual workflow runs.Set upScheduled checksSign in with editor access to run scheduled automation.0Retryable runsNo retryable run needs attention.0Receipts readyRecent runs remain auditable from the run history.
Scheduled triggersNo scheduled workflows
Sign in with editor access to run scheduled automation.Use a schedule on any workflow to re-check ready documents automatically.
Guided builderStep 1 of 5: Choose flow
Sign in with editor access to create workflow automations.
GoalWhat do you want G3 to handle?