Professional and up4 min read4 steps

Workflow Automation

Automation rules do the repetitive work for you: when something happens on a claim, Claimory takes an action. Available on Professional and up.

Step 1
1
Open Workflow Automation
Go to Workflow Automation. You see your rules and a Templates tab, plus stats on total rules, active rules, and executions in the last 30 days.
app.claimory.io/workflow-settings
Step 2
2
Understand the rule shape
Every rule is When (a trigger), If (conditions), and Then (actions). Triggers include status change, field update, date reached, overdue, new claim, payment received, and supplement approved.
app.claimory.io/workflow-settings
Step 3
3
Pick the action
Actions include create task, send email, update field, create note, assign claim, and add flag. For example: when a claim goes overdue, create a follow-up task and add a flag.
Step 4
4
Start from a template
Six built-in templates cover common cases (auto-assign urgent, supplement follow-up, overdue promise, insurance follow-up, payment notification, quality check). Use a template, then tune it. View execution logs to confirm a rule is firing.
app.claimory.io/workflow-settings