Transform Your Workflows with GeoCivix Automations

On August 10, 2026, GeoCivix took an exciting step forward with the launch of Workflow Automations and the new Tasks feature—putting powerful new tools directly into the hands of our users.

The goal is simple: less repetitive work, fewer unnecessary steps and clicks, and more consistent processes across your organization.

With Workflow Automations and Tasks now available—and users already gaining valuable hands-on experience—we’re excited to build on that momentum! In this update, we’ll revisit Workflow Automations, highlight their capabilities, and share a few simple starter examples to help you put them to work. We’ll also take a closer look at the Tasks feature and demonstrate how tasks can be incorporated into automations to further support and streamline your processes.

How Workflow Automations Work

Automations can be added to specific events throughout both your Plan Review and Permit workflows. When a configured event occurs, GeoCivix automatically performs one or more actions in the automation sequence established by your team.

Depending on your process, Workflow Automations can:

• Send emails
• Create documents and folders
• Apply fees
• Change a project stage or close a project
• Add, create, or issue permits
• Run configured scripts
• Optionally create tasks for staff follow-up

Automation steps can also be reordered, edited, or removed as your processes evolve.

Here is a step-by-step process of how to create automations on a workflow event.

A Few Examples of What Workflow Automations Can Do 

Following final project approvals, an automation could issue a Certificate of Occupancy, generate the appropriate document, update the project stage, and send the necessary email notification—all without staff completing each step manually.

Another automation could generate a power authorization letter and notify the appropriate power company when a qualifying permit reaches a defined workflow event.

For a permit-related workflow, an automation could generate the permit document, assess the required fee, place the permit on hold until the review is approved and all fees have been paid, and send an email notifying the applicant of the permit status and outstanding fee.

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