company logo
IdeaScale Support Center
    • Español
  • Go to ideascale.com
  • Go to Customer Portal
  • Español
Automation Builder
  • Product Updates
    • 2025
    • 2024
    • 2023
    • 2022
    • 2021
    • 2020
  • IdeaScale AI
  • IdeaScale Whiteboard
    • Facilitator Guides
  • Workspace
    • Workspace Homepage
    • Manage Workspace
    • Workspace Reporting
  • Best Practices
    • FAQs
  • New User Guides
    • Starter Guide
    • Registration, Password & Authentication, New Users
    • Participation
    • Notifications
  • Overview Articles
  • Personal Settings
    • Your Profile, Email & Security
    • Your Communities & Notifications
    • Messages / Private Messaging (PM)
  • Reporting
    • Exporting Data
  • Idea Management
  • Moderator Dashboard
  • General Settings
    • Community Info
    • Language Settings
    • Emails & Notifications
  • Member Management
    • Administrators
    • Custom Admin
    • Members
    • Moderators
    • Groups
  • Campaigns
    • Campaign Settings
    • Idea Submission Feature
  • Workflow
    • Funnel Management
    • Automation Builder
    • Idea Teams
  • Customization
    • Look & Feel
    • Languages & Strings
    • Customize Site Behavior
    • Tags Settings
    • Labels
    • System Labels
    • File Library
  • Integrations
    • App Directory
    • Developer API
  • Security
    • Access Restrictions
    • Single Sign On (SSO)
    • Social Login Settings
    • GDPR
    • Community Access Restrictions
    • Community Access Rules
  • Data Management
    • Import Data
    • Erase Community Data
  • Government
  • Policies & Notices
      Back to home
      1. IdeaScale Support Center
      2. Workflow
      3. Automation Builder
      • Product Updates
        • 2025
        • 2024
        • 2023
        • 2022
        • 2021
        • 2020
      • IdeaScale AI
      • IdeaScale Whiteboard
        • Facilitator Guides
      • Workspace
        • Workspace Homepage
        • Manage Workspace
        • Workspace Reporting
      • Best Practices
        • FAQs
      • New User Guides
        • Starter Guide
        • Registration, Password & Authentication, New Users
        • Participation
        • Notifications
      • Overview Articles
      • Personal Settings
        • Your Profile, Email & Security
        • Your Communities & Notifications
        • Messages / Private Messaging (PM)
      • Reporting
        • Exporting Data
      • Idea Management
      • Moderator Dashboard
      • General Settings
        • Community Info
        • Language Settings
        • Emails & Notifications
      • Member Management
        • Administrators
        • Custom Admin
        • Members
        • Moderators
        • Groups
      • Campaigns
        • Campaign Settings
        • Idea Submission Feature
      • Workflow
        • Funnel Management
        • Automation Builder
        • Idea Teams
      • Customization
        • Look & Feel
        • Languages & Strings
        • Customize Site Behavior
        • Tags Settings
        • Labels
        • System Labels
        • File Library
      • Integrations
        • App Directory
        • Developer API
      • Security
        • Access Restrictions
        • Single Sign On (SSO)
        • Social Login Settings
        • GDPR
        • Community Access Restrictions
        • Community Access Rules
      • Data Management
        • Import Data
        • Erase Community Data
      • Government
      • Policies & Notices

      Workflow

      Funnel Management

      • Assessment Stage Rating Calculation
      • Assessment Stage
      • Build Team Stage
      • Configuring Funnels
      • Estimate Stage
      • Fund Stage
      • How to Delete a Stage or Funnel
      • Ideate Stage
      • Refine Stage
      • Reserve Stage
      • ReviewScale Stage
      • Selected & Implemented Ideas
      • Stage Permissions for Submitters, Teams, Owners & Groups
      • Moving ideas in and out of Recycle bin
      • Cumulative vote vs per stage basis vote
      See more

      Automation Builder

      • Automation Builder
      • Labels in Automation Builder
      • Manage and Report Abuse within Ideas and Comments
      • Report Duplicate Ideas
      • Webhook with Github
      • Webhook with Jira
      • Webhook with Trello
      See more

      Idea Teams

      • Idea Ownership
      • Team Roles
      company logo
      IdeaScale's Help Center
      • Go to ideascale.com
      • Go to Customer Portal