1. Choose a trigger
New ingestion, classification change, date approaching, chat insight, or a schedule.
Act on insights with workflows
Turn insights into action—automate reviews, alerts, routing, and recurring knowledge workflows without leaving the platform.
WHY IT MATTERS
Insight without follow-through is wasted work.
Act connects Unphepha’s intelligence layer to the operating rhythm of your business: schedules, approvals, notifications, and task handoffs.
- Trigger workflows when documents arrive or risks appear
- Schedule recurring summaries and compliance checks
- Route exceptions to the right owners automatically
- Track automation runs alongside system health
HOW IT WORKS
Event-driven automations with human checkpoints.
Define triggers, conditions, and actions—then monitor outcomes. Critical paths can require human approval before anything external happens.
2. Set conditions
Limit to collections, document types, risk levels, or teams.
3. Define actions
Notify owners, create tasks, regenerate summaries, or escalate for review.
4. Measure impact
See automation counts, failures, and time saved in Insights and System Health.
PLAYBOOKS
Ready-to-run automation patterns.
Start from proven templates and adapt them to your org chart and policies.
Contract renewal watch
Flag agreements entering notice windows and alert Legal/Procurement owners.
Policy drift checks
Compare new drafts against approved policy language and surface divergences.
Weekly exec digest
Generate a curated briefing from selected collections every Monday morning.
Access anomaly alerts
Notify admins when sensitive collections see unusual retrieval patterns.
FAQ
Automation questions.
How Act stays safe in regulated environments.
Can automations write back to source systems?
Write-backs are optional and explicitly configured. Most teams start with notify-and-review patterns.
Who can create workflows?
Role-based permissions determine who authors, publishes, and operates automations.
How do we debug a failed run?
Each run has logs, input context, and error details in System Health for rapid remediation.