Configure workflow notifications and automated agent tasks
Configure which automated agent tasks run at each workflow stage and who is notified when applicants submit, accept, reject, or resubmit work.
This guide is designed for project manager.
Steps
Step 1: Open the Workflow notifications step in the public page wizard
Navigate to the public page creation wizard and open the Workflow notifications step to configure automated actions for your project workflow.
Step 2: Choose an agent task for when a submission is received
In the "On submission" section, open the task picker, search or browse the available agent tasks, and select the task that should run automatically whenever a new submission is made.
Step 3: Configure an agent task for accepted submissions
In the "On acceptance" section, use the task picker to select which agent task should run when a submission is approved, such as notifying stakeholders or triggering follow-up actions.
Step 4: Configure an agent task for rejected submissions
In the "On rejection" section, select an agent task to run when a submission is declined, for example to send feedback or update internal tracking systems.
Step 5: Configure an agent task for resubmissions
In the "On resubmission" section, choose an agent task that should run when applicants resubmit work, ensuring consistent handling of repeat submissions.
Step 6: Search and filter agent tasks
Use the search bar within any task picker to filter agent tasks by task name, description, or agent name, and review the short descriptions to confirm you have selected the correct automation.
Step 7: Clear or change an existing agent task
If you need to adjust the automation for a workflow stage, use the clear option beside the selected task to remove it, then reopen the picker to choose a different agent task.
Step 8: Configure document ingestion behaviour
In the document ingestion section, review and adjust how uploaded documents are processed and made available to agents so that notifications and automations use the latest project content.
Step 9: Select which team members are notified
Open the member picker to select which project members or teams should be notified at each relevant workflow event, ensuring the right people receive automated updates.
Step 10: Review configured notifications and proceed
Confirm that all workflow stages have the correct agent tasks and notification recipients configured, then continue to the next step of the public page wizard to save your changes.
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Last updated: 2026-08-05