Custom Automation Filters for Idea Workflows
Set conditional filters so automations move ideas only when comments, ratings, and timing meet your rules.
How Do You Move Ideas Forward Without Manual Work?
Your team submits dozens or hundreds of ideas. Someone has to review them, check scores, count comments, and manually move each one to the next phase. This takes time and creates bottlenecks.
Custom Automation Filters let you set rules that move ideas forward only when your conditions are met. You define the thresholds. The automation does the rest.
You set up a workflow automation and add conditional filters. For example, an idea advances only if it has more than three comments, seven days have passed since the last phase change, its average rating is above 2.5, and more than three people have rated it. If those conditions are not met, the automation sends the idea back or triggers a notification email.
You combine conditions with AND statements and OR groups to build the exact logic your process needs. This means you control when ideas progress, when they stall, and who gets notified.
Your innovation managers stop manually sorting ideas. Your reviewers receive only the ideas that have passed your quality bar. Your process runs on clear rules, not on someone remembering to check a board every day.
Ideanote gives you the filters to make your workflows scalable and consistent.
How do I set rules so ideas only advance when they meet specific criteria?
When you create an automation workflow in Ideanote, you add conditional filters that check whether an idea meets your requirements before taking action. You define conditions such as minimum comment count, days since last phase change, average rating score, or number of people who rated the idea.
The automation only executes when your conditions are true. If an idea does not meet the criteria, you choose an alternative action like moving it back to a previous phase or sending a notification email to alert the right people.
What types of conditions are available for filtering automations?
You set conditions based on comments, ratings, and timing. For comments, you specify a minimum number required. For ratings, you define thresholds for average score and the number of raters. For timing, you set a minimum number of days that must pass since the last phase change.
These filters work together using AND and OR logic, so you build complex rules that match your evaluation process. For example, an idea needs five comments AND an average rating above 3.0, OR it has been in the current phase for more than 14 days.
How do conditional filters help prevent ideas from getting stuck in the process?
You create time-based conditions that detect when an idea has stayed too long in a phase without meeting progression criteria. When your filter identifies a stuck idea, the automation triggers an action such as sending a notification to the assigned reviewer or moving the idea to a holding phase for review.
This approach replaces manual monitoring. Your team receives alerts automatically when ideas need attention, which keeps your innovation pipeline moving forward without constant supervision.
How do I route ideas to the right reviewers based on engagement or scores?
You combine conditional filters with notification actions in your automation workflow. When an idea meets your criteria (for example, receives ten votes and an average rating above 3.5), the automation sends a notification email to the stakeholder or evaluation team you specify.
This ensures reviewers engage at the right moment in the process. You stop chasing people manually because the system alerts them only when ideas have passed your quality or readiness thresholds.
How do AND and OR groups work in custom automation filters?
You group conditions together to create the exact logic your process needs. Within a single group, all conditions must be true (AND logic). Between groups, only one group needs to be true (OR logic).
For example, you might say Group 1: idea has more than five comments AND average rating above 3.0. OR Group 2: idea has been in the phase for more than 30 days. If either group is true, the automation runs. This flexibility lets you accommodate different paths through your evaluation workflow.
What happens when an idea does not meet the filter conditions?
You choose an alternative action for ideas that fail your conditional filter. Common choices include moving the idea back to a previous phase for more development, sending a notification to the idea owner or a manager, or leaving the idea in its current phase without progression.
This gives you control over how to handle ideas that are not ready. You avoid advancing low-quality submissions while keeping your team informed about what needs more work.
How do custom automation filters reduce manual work in managing idea workflows?
Your team stops manually checking ideas to see if they are ready to move forward. The automation evaluates each idea against your conditions and takes the appropriate action without human intervention.
This saves time on routine triage and routing decisions. Your innovation managers focus on strategic evaluation instead of administrative tasks like moving cards between phases or sending reminder emails to reviewers.
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