Custom Automations for Your Unique Workflows

Every team has unique repetitive tasks. With Stash Desktop, you can create custom automations without writing code - just describe what you want in natural language.

What You Can Automate

Data Entry "Every morning, pull yesterday's sales data from the CRM and add it to the master spreadsheet"

Content Publishing "When I add a file to the 'Ready to Publish' folder, format it for our blog and create a social media post"

Reporting "Every Friday at 4pm, generate a weekly summary report from our project tracker and email it to the team"

File Processing "When a contract is uploaded, extract key terms, check for required clauses, and create a summary"

How Automation Works: A Unique Approach

Unlike traditional automation tools, Stash uses a file-based workflow system that gives you both the power of AI and full manual control.

Step-by-Step Process

Step 1: Describe Your Workflow in Natural Language

Tell Stash what you want to automate:

"I want to automate my weekly report generation. Every Friday at 3pm, collect all the project updates from the team folder, summarize key progress and blockers, generate a PDF report using our template, and email it to stakeholders."

Step 2: AI Writes the Workflow to a File

Stash creates a new workflow file (e.g., weekly-report-automation.md) that contains:

• Clear step-by-step instructions
• Triggers (time-based, file-based, etc.)
• Actions to perform
• Error handling rules

The workflow is saved as a readable file in your workspace - not hidden in a database.

Step 3: You Can Manually Edit the Workflow

This is where Stash is different. You can open the workflow file and edit it directly:

• Adjust the timing ("Change from 3pm to 4pm")
• Modify the email template
• Add new steps
• Change conditions

The workflow file is yours to customize, just like any other document.

Step 4: AI Executes Based on the File

When the trigger fires (e.g., Friday at 4pm), Stash reads the workflow file and executes it exactly as written. If you've manually edited it, those changes take effect immediately - no "redeploying" or "republishing" required.

Step 5: Iterate and Improve

After the workflow runs, you can:

• Ask Stash to modify it: "Add a section for budget updates"
• Manually edit the file yourself
• Review execution logs to debug issues

The workflow evolves with your needs, and you always maintain full control.

Example Automations

Sales Team Workflow

"When a deal closes in Salesforce, create a customer folder in Drive, send welcome email template, and notify the onboarding team"

Content Team Process

"When I finish writing a blog post, run spell check, optimize for SEO, generate social snippets, and move to the review folder"

Finance Workflow

"At month-end, collect expense reports from team members, categorize spending, flag anomalies, and generate summary for accounting"

Research Pipeline

"When new academic papers are added to the folder, extract abstracts, categorize by topic, and update the literature review document"

Advanced Capabilities

Conditional Logic "Only flag invoices over $10,000 for manager approval"

Multi-Step Workflows Chain together multiple actions across different tools

Scheduled Tasks Run automations at specific times or intervals

Error Handling Smart fallbacks when automation encounters issues

No-Code, But Powerful

Unlike workflow builders that require visual programming, Stash uses natural language. No flowcharts, no connectors, no configuration screens.

Just: "I want to automate X" → Automation created.

Getting Started

Download Stash Desktop →