Automated workflows are designed to reduce manual overhead by triggering specific actions like moving files, applying metadata, or notifying stakeholders based on predefined events. The following resources provide a deep dive into how to configure these automations, ranging from basic task assignments to advanced AI-powered logic.
Egnyte University
These courses and Quick Tips are ideal for visual learners who want to see the platform in action.
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Automated Workflows: A comprehensive landing page featuring videos on creating templates and defining automatic creation conditions.
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Workflows for Files: This course covers the core Workflows feature, focusing on assigning single and multi-step tasks with automated reminders.
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Automated Action Steps: Specific tutorials on automated actions like Moving a File to a Folder, Adding Metadata, and Converting Files to PDF.
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Workflows for the Life Sciences Industry: A specialized course for those in regulated industries, covering GxP-compliant workflows and metadata tags.
Egnyte Helpdesk
The Helpdesk documentation provides technical, step-by-step instructions for implementation.
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Workflow Templates Overview: (Admins/Power Users) Essential reading for those who need to build reusable review and approval processes for their organization.
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Workflow Triggers: Detailed guide on setting up triggers based on file uploads, metadata changes, or eSignatures.
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AI Prompts in Workflow Templates: Learn how to integrate AI to automate document summaries or extract metadata as part of a workflow step.
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Document Portal and Upload Request Workflows: Instructions for managing complex external document collection and review processes.
Egnyte Guides & External Integrations
For those looking to extend automation beyond the Egnyte platform, these resources explore third-party connections.
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Microsoft Power Automate + Egnyte: A guide on using the Egnyte Connector to automate tasks across the Microsoft ecosystem.
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AEC Business File Collaboration: Best practices for mapping information flow and defining hierarchies before implementing automated governance.
Have you successfully automated a repetitive manual process using these tools? Feel free to share which triggers or automated steps have been most impactful for your team’s productivity in the comments below.