This section explains the contents of the Smart Rule and how to set it up.

-This feature is not available for the Team plan.
– Webhooks will be available after a major version upgrade on June 28, 2025.

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This function automatically processes actions within a specified space.
It functions like an Excel macro.
With Smart Rule, simple daily tasks can be automated.

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1) Check the spaces where you want to apply Smart Rule.

2) Click on the properties displayed on the right side.

3) Click on “Smart Rule” from the top smart action icons.

4) When the screen transitions, turn on the “Activate” button.

5) Select the trigger.

6) Set the action to follow the trigger.

Seven types of triggers can be selected.

Trigger	Details
Upload	Starts when a new file is uploaded
Upload (Version up)	Starts when the file is upgraded.
Text created	Activated when a text file is created from a floating button
Text updated	Activated when text is overwrittenc
Check-in	Activated when the check-in function is used
Accept files	Activated when accepting a file that has been moved by the “Move” function（※）
Schedule	Startup on a set schedule

※File Acceptance” will not be activated for files accepted for movement by Smart Rule.

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Schedule (specify date) and email notification：Notice with designated date

Move files after workflow approval：Deliver the files after approval

Notify external web apps using webhooks：Use Webhooks with Smart Rule to integrate with external web apps

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Smart Action icons are displayed or not in the “Smart Actions” section, which can be configured by the system administrator from the Access Permissions permission settings.

【Setting】
Permission > Access Authority > Check access rights > Settings > Permissions Settings

Please refer to the manual for details.

【Manuals】
– Admin Guide:Create the Access authority

– FAQ：What items of the Access Authority can I customize?

– FAQ:What is “Smart Action” in terms of Access Authority?