Standardize how your team ships client-ready PDFs
Stop rebuilding the same document prep sequence for every deal. Capture your best process once and let the whole workspace run it with one click.
Workflow automation
Standardize how your team ships client-ready PDFs
Save merge → compress → watermark → share as a reusable pipeline anyone can run.
Workflows let you chain DSNOOPDOC tools into named pipelines — so onboarding packs, monthly reports, and client deliverables follow the same steps every time, without tribal knowledge in Slack threads.
Q4 contract pack
ActiveDrop files to run pipeline
- Pipeline runs
- 1-click
- Shared templates
- Team
- Repeatable output
- Audit
Capabilities
What you get with Workflow automation
Stop rebuilding the same document prep sequence for every deal. Capture your best process once and let the whole workspace run it with one click.
Visual step builder
Drag merge, split, compress, watermark, and sign steps into the order your process requires.
Reusable playbooks
Save pipelines per client, region, or document type — version them as requirements change.
Delivery built-in
End a workflow with a trackable share link so you know when the recipient opened the pack.
Workspace governance
Role-based access keeps production workflows editable by admins, runnable by everyone.
Use cases
Built for real document workflows
Client onboarding pack
Merge contracts, compress for email, watermark as draft, then share a tracked link.
Monthly reporting
Standardize how finance assembles board decks from multiple PDF sources.
Agency handoff
Enforce the same export steps before creative leaves your org.
How it works
Three steps to value
- 1
Design
Pick tools and order them in the workflow canvas.
- 2
Save & share
Name the pipeline and grant workspace access.
- 3
Run
Drop files in — the pipeline handles the rest.
Explore more
Other platform areas
Ready to go beyond one-off tools?