Conga Workflows provides you the ability to automate standard business procedures and processes without the need for coding. It acts as an orchestrator, bringing together different tasks related to transactional data for objects, such as contracts or quotes. Workflows can help you automate manual tasks, synchronize data between systems, and improve productivity. For example, automating things like updating an object's status or sending email alerts saves your team time that would otherwise be spent doing these tasks manually.

To open Workflows, click the App Launcher () icon from the top left corner, go to Admin Console, and click Workflows icon from the left panel

Key Features

  • Drag-and-Drop Design: Choose from a selection of activities on a palette and easily place them on a canvas. Activities can be seamlessly connected using lines, representing the flow of data or control.
  • Execution of Orchestrations: Once designed, orchestrations become executable within the system.
  • Real-time Feedback: Users receive instant feedback during the design process.
  • Notification and Reminders: Allows the triggering of notifications and reminders.
  • Configurable Start Times: Gives flexibility to configure orchestrations to start based on schedules.

Examples:

  • NDA Contract Updates: Update any related object records, such as "ContractRequest" object records, when you create or update an NDA contract, even if they are not directly related to the contract.
  • MSA Contract Updates: Update the related "ContractLineItem" object records when you create an MSA contract. You can also execute a workflow via API on demand in this case.
  • General Contract Updates: Update the related "ContractClause" object records when you create a contract.

Select one of the following topics for more information on the options and actions available on the user interface: