Workflow Executions
Execution by Type
Recent Executions
Deadline Reminder - US 17/456,789
Sent email notification to J. Smith and client
Document Classification
Classified and filed Office_Action.pdf to matter folder
Prior Art Search Automation
Searching USPTO and EPO databases...
Invoice Generation
Generated and sent invoice INV-2024-0090
USPTO API Sync
Connection timeout - retrying in 5 minutes
Active Workflows
Deadline Reminder System
Sends automated reminders at 30, 14, 7, and 1 days before deadlines
Document Auto-Classification
AI-powered classification and filing of incoming documents
Monthly Invoice Generation
Generates invoices on the 1st of each month for billable time
USPTO Status Sync
Syncs application status from USPTO PAIR daily
New Client Onboarding
Creates portal account, sends welcome email, assigns attorney
Visual Workflow Builder
Drag and drop nodes to create your automated workflow
Workflow Templates
Pre-built workflow templates for common IP processes
Deadline Notifications
Automated multi-stage deadline reminders with escalation
Document Processing
Auto-classify, extract entities, and file incoming documents
Client Onboarding
Complete client setup with portal, welcome emails, and assignments
Office Action Response
Workflow for managing OA responses with team collaboration
USPTO Status Sync
Automatic status updates from USPTO PAIR system
Billing Automation
Monthly invoice generation and payment reminders