Automation

Once your workflow is built, automation is what runs it for you. A new row, a new HubSpot deal, a new form response, Portant picks it up and produces the document without you opening anything.

In this section

1. Workflow filters, only run the workflow on rows that match your rules.
2. Re-run an automation, re-process a row after you've fixed the data or the template.
3. Auto-create from Google Sheets, trigger a new document each time a row is added.
4. Auto-create from Google Forms, trigger a new document each time someone submits a response.
5. Review and approve documents, add a manual approval step before anything goes out.