Process Studio - Automations Overview

  • Updated

Process Studio: Automations provides firms with a powerful and intuitive way to design, manage, and deploy automated processes. The tool focuses on reducing repetitive operational work, improving consistency, and supporting law teams with scalable workflows tailored to how each firm operates. With Automations, firms can standardize key tasks across their organization while ensuring that work continues smoothly behind the scenes.

Automations is designed for admins, automation designers, operational leaders, and team members who want to streamline daily processes without relying on technical development. Its no-code approach makes it possible for any team member to create automation chains that move information, starting rule actions, and connect multiple systems together.

Firms rely on Process Studio: Automations to support high-volume, time-sensitive operations. For example, when a new client intake request is created, a series of steps must be completed—collecting accident details, identifying the people involved, validating insurance information, and assigning the case to the correct team. These workflows vary by firm and by process. Automations allows teams to break down these steps and automate each one, ensuring accuracy and saving valuable time. The tool is not meant to replace roles like Intake Specialists—it is designed to accelerate and reinforce the processes these teams carry out every day.

Beyond automation, this platform also serves as an integration layer, capable of connecting with case management systems and external applications. Automations can orchestrate data flows across multiple systems, making it a key component of a firm’s broader operational ecosystem.

Overall, Process Studio: Automations offers a modern, reliable way to design workflows that scale with the firm’s needs, adapting easily as processes evolve.

5 STEPS

1. Automations is a no-code tool that helps firms build automated processes to reduce repetitive work, improve consistency, and support high-volume processes like intake, case setup, and task assignment—running seamlessly in the background.

2. List tab is where all automations are created and managed. You can view, edit, and organize your automation process.

3. Lookup Tables tab stores reference data used by automations, such as shared attributes or static datasets that support decision-making.

4. Executions tab shows every time an automation runs, allowing you to monitor results and troubleshoot issues.

5. This was an Automation walkthrough.

https://www.iorad.com/player/2665352/Automations-Overview?iframeHash=watchsteps-1&lang=en



Next step

How to Access Automations

Accessing Automations is straightforward:

1. Log in to Neostella.
2. Open the Control Center.
3. Click on the Process Studio dropdown menu.
4. Select Automations.

6 STEPS

1. Accessing Automations is simple and consistent across the platform.

Start by logging in to Neostella.

2. From there, open the Control Center, where all system-level tools live.

3. Click Process Studio.

4. An select Automations.

5. This takes you directly to the Automations dashboard where automations logic are created and managed.

6. That's it. You have accessed to Automations.

https://www.iorad.com/player/2665211/Automations---How-to-Access-Automations?iframeHash=watchsteps-1&lang=en



Next step

Automations Dashboard

Once inside Automations, you will find the following options:

1. Automations module.
2. List tab.
3. Lookup Tables tab.
4. Executions tab. 		5. Tables menu.
6. + New Automation button.
7. Toolbar and table tabs.

Automations - List Tab Overview

The Automations List is the central area where all automated processes are created and managed. Here, users can:

  • Create new automations using the Automations Editor.
  • Review existing automations.
  • Edit or update their configuration.
  • View key details such as name, status, and creation date.
  • Filter, search, and export information.

The tab acts as the command center for building and maintaining automation workflows.

Automations - Lookup Tables Tab Overview

Lookup Tables tab displays reference datasets the automation system can use to correlate information at scale. A person may be identified by individual data points, but they may also share individual attributes with a larger group—such as a company email domain (e.g., “@neostella.com”), job roles, tenure, or any other shared trait. These datasets evolve from traditional spreadsheet-based approaches and provide structured reference data that automations can use reliably.

The Lookup Tables feature in Automations allows users to create and manage these lightweight datasets. They are ideal for storing static or reference information that supports multiple automated processes.

Automations - Executions Tab Overview

The Executions tab allows users to monitor each run of their automations. Every time an automation executes, a new record is added to the Executions table. Entries appear in reverse chronological order so users can quickly identify the most recent execution.

Each record provides details about the automation run, helping users verify outcomes, diagnose errors, and understand process behavior.