Scheduled Metadata-Based Automation for Document Lifecycle Management
Today, Relay workflows are primarily event-driven and lack the ability to run on a recurring schedule to evaluate metadata conditions.
For knowledge management use cases, it would be highly valuable to support:
Dynamic metadata setting on approval
When a knowledge article is approved, automatically set a “Next Review Date” based on configurable offsets (e.g., +30, +60, +90 days)
Scheduled Relay execution
Ability to run a workflow on a recurring basis (e.g., daily)
Evaluate metadata fields such as “Review Date” or “Expiration Date”
Conditional actions based on date evaluation
If Review Date = Today, trigger actions such as:
Notify knowledge manager for review
Move document to a review queue
Archive or delete outdated content
This capability would enable proactive knowledge hygiene, reduce manual overhead, and ensure content remains accurate and up to date for AI-driven knowledge platforms
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