New in Dock: Workspace Automation

Automatically create workspaces, dynamically update pages and sections, and trigger task assignments based on fields in Salesforce or HubSpot.

With Dock's new automations, your workspaces can now update themselves when deals move through the pipeline. 

Here's a quick demo:

With Dock’s new automation features, you can now do things like:

• Automatically create workspaces when deals hit key CRM milestones
• Show or hide pages and sections dynamically based on a customer’s CRM record or task completion within the workspace
• Automate task assignments and completion based on CRM activity

You can build conditional rules using any Salesforce or HubSpot field—dynamically updating workspaces based on deal size, stage, industry, integrations, and more.

The result: less admin work for your team, more relevant content for your customers, and a smoother path from closed-won to go-live.

Note: Workspace Automation is available on our Enterprise plan.

1. Automatically create sales and onboarding workspaces

Now, you can automatically generate workspaces when deals reach key stages in your CRM.

• Trigger workspace creation based on opportunity stage, deal size, renewal date, or any other CRM field.
• Apply conditional logic. For example, create a renewal workspace only if a customer’s contract is expiring within 90 days and their account value is over $20,000.
• Assign workspace owners dynamically to ensure the right people are involved from the start.

⚡️ Example: Automatically create a workspace from your client onboarding template every time a new business deal with over 20 seats moves to "Closed Won" in Salesforce.

2. Dynamically show & hide workspace content

When customers only see relevant information in their Dock workspace, they can focus on what matters, without being distracted by unnecessary details.

With Dock’s content automation, you can automatically adjust what’s visible in a workspace based on CRM data and/or task activity in the workspace.

You can automatically hide or reveal pages. 

⚡️ Example: When a deal hits the Negotiation stage in your CRM, you can reveal your pricing proposal page.

You can also automatically show or hide sections based on what’s most relevant to the CRM account record. 

⚡️ Example: When a prospect is interested in a specific product, you can show a demo video for that product line.

3. Automate task assignments and completion

You can now reveal, assign, and complete tasks based on CRM updates or other tasks.

• Show or hide tasks based on CRM data or other completed tasks, ensuring only relevant steps appear.
• Mark tasks as complete when a customer takes action (e.g., a signed contract in HubSpot triggers a completed task in Dock).
• Auto-assign tasks (e.g., when the customer success manager gets assigned to the account)

⚡️ Example: When a customer creates an account in your product, that action gets sent to your CRM, which then updates Dock to automatically check off the “Create Account” task in your action plan.

Get started with Dock automation

Dock automations are now live for Enterprise customers. 

Before you get started, make sure:

• Your CRM is connected to Dock
• CRM fields are connected and mapped

📖 Want full automation setup instructions? Check out our Help Center.

📧 Still have questions? For help setting up automation, contact your CSM or email us at support@dock.us.

🙋 Want to upgrade? If you’re not on our Enterprise plan yet and want access to automation, talk to your account executive, or request a demo.

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