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Automated Workflows
Automate actions based on document views with custom workflows.
Build powerful automations around your document sharing. Workflows let you trigger actions automatically when certain conditions are met — like sending follow-up emails after someone views your deck.
Workflow triggers:
- Document viewed
- Specific page reached
- Time threshold crossed
- Download completed
Available actions:
- Send email notification
- Update CRM (via webhooks)
- Add tags
- Trigger custom webhooks
Available on Enterprise plans.
