07 · Set it on rails
Workflow Automation
Workflow templates, status-update cadence, tag actions, message tokens, snippets, and tag-triggered webhooks.
10 articles in this section
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Status Update Cadence: All Three Places It Lives
Status update reminders can be set at the workspace, carrier, or individual appraisal level. Here is how the three layers interact and where to change each one.
Tag Actions: Auto-Apply or Remove Tags on Status Change
Use workflow templates to apply or remove tags automatically when an appraisal hits a specified status. Pair with tag-triggered webhooks for end-to-end automation.
Workflow Templates: What Happens When?
How workflow templates trigger on status changes, what the "Apply workflow template" toggle does at appraisal creation, and how missing data is handled.
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Custom Tags
Create and manage tags for organizing appraisals.
Webhook Configuration
Set up custom webhooks for automation.
Workflow Automation Overview
An overview of all automation capabilities in AwardLettr and where to find them.
Status Update Automations
Automatically send professional status update emails to adjusters and carriers when an appraisal status changes.
Tag Webhook Automation
Trigger external webhooks when tags are applied or removed from appraisals, enabling real-time sync with external systems.
Status Update Emails
Send professional status update emails to adjusters and carriers, with AI enhancement and scheduled future sends.
Using Tokens and Templates in Messages
Insert merge tokens like {insured_name} and {claim_number} into general messages, and save reusable templates for common sends.