Automation Examples (Basic): Applying Folder Templates


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Let your pipelines do the work for you: Automate applying a folder structure during stages of your pipelines. For instance, if you offer payroll services, your clients will need to fill out forms. Be prepared by having a folder template with all the necessary docs ready to be automatically applied.

Add an Automation

First, you’ll need a folder template. (For more detailed instructions on creating folder templates, go here.)

Once you have a folder template ready:

1. Go to Settings in the left sidebar menu, select Pipelines, then click on the pipeline name or the CREATE PIPELINE button.

2. Select the stage, click + Add automation and select Apply Folder Template in the pull-up menu.

3. Click inside the Apply Folder Template field, select the template in the pull-up menu, then click the SAVE to keep your changes. After the automaton is added, you can see it by going to the pipeline page and clicking the automation icon above the stage.

Once a job moves to a stage with a Create folders automation, a notification with the automation appears. 

If you don’t want folders to be automatically created, deselect the action, then click Move.

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