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Stage 6 — Automating with Workflows (Strato Automate)

Stage 6 — Automating with Workflows (Strato Automate)

Automate document and data processes end-to-end with Strato Automate. This stage builds from workflow basics and navigation through containers, triggers, and the full range of workflow steps — processes, decisions, tools, and advanced integrations — to step validity and external integrations.

Learning outcomes — by the end of this stage you will be able to:

  • Build and navigate workflow templates, components, properties, and definitions
  • Work with containers and configure triggers (3rd-party, Start Workflow, SuccessFactors)
  • Use process steps: generate documents, send email, sign, request files, update data, and store documents
  • Configure automatic and user decision steps, including Strato Signature
  • Apply tools and advanced steps: set container values, loop back, execute workflows, evaluate/call external services, and handle errors
  • Manage workflow step validity and external integrations
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Responsible Patricia Gaile Real
Last Update 11/05/2026
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Strato Automate: Navigation Strato Automate: Containers Strato Automate: Triggers Strato Automate: Steps Strato Automate: Steps - Store Document Strato Automate: Steps - User Decision Strato Automate: Steps (Advanced) Strato Automate: Validity & Integrations Automate — Getting Started Automate — Navigation Deep Dive Automate — Containers Automate — Triggers Automate — Steps: Processes Automate — Steps: Decisions Automate — Steps: Tools Automate — Steps: Advanced Tools Automate — Validity & Integrations Add Tag
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