Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Workflows Configuration

Workflows are the automation backbone of Conga Contract Lifecycle Management (CLM). They define business logic—rules, triggers, and actions—that control how contracts, documents, and related records move through their lifecycle.

By using workflows, organizations can:

  • Automate manual and repetitive tasks such as notifications, data updates, and integrations.
  • Standardize business processes across teams and regions.
  • Ensure compliance by enforcing validations and routing logic.
  • Gain real-time visibility into process status through lifecycle tracking.

Workflows are completely no-code and can be configured using a drag-and-drop interface from Admin Console, enabling configuration engineers to design robust automation processes efficiently.