December 2025 Intellistack Streamline Release Notes

• Salesforce Automated Workflow Trigger — Automatically launch Streamline workflows from Salesforce using our native action in Flow, or by calling Apex from your custom triggers and batch processes. This eliminates the need for manual triggering of workflows, allowing you to create seamless, cross-platform automation between Salesforce and Streamline.

• Enhanced Deliver Data  Step

  — Streamline's Data Write-Out capability now enables workflows to intelligently update existing records or create new ones across all your connected systems. No more manual data transfers between platforms - your workflow can automatically send updated information back to its source while routing new data to the right destinations.

• Data Integration: Databricks — Intellistack Streamline now connects directly to Databricks, enabling you to activate enterprise analytical data within your workflows. Access data from your Databricks lakehouse and write workflow results back - all without manual exports or copying data between systems. This integration brings your organization's consolidated business intelligence data into automated workflows seamlessly.

• Geoclassification — We expanded Streamline’s automatic classification engine to support geographic tagging. Based on location data like addresses or phone numbers, we’ll auto-apply regulatory tags (e.g., GDPR, CPRA) so your team can route, retain, and protect sensitive data according to the right laws—automatically.

• Workflow Builder API — We launched a structured, API-friendly schema that lets both developers and AI agents build workflows with fewer calls and greater clarity. This unlocks intelligent automation, step duplication, and a smoother path to first-time user success.

Defect fixes:

• Workflow

  • Fixed error handling when integration notifications fail

  • Fixed 404 error when running workflows

  • Fixed title field not being focused when adding a new step

  • Fixed inability to create logic conditions in certain workflows

  • Fixed forms not accepting "&" character in names

  • Fixed inability to add dynamic data to email deliveries

  • Fixed text cursor jumping to top in notification settings

  • Fixed inability to change field order in activation settings

  • Fixed session links sent via SMS being incorrectly flagged as spam

  • Fixed error message when loading the projects page

• Document Generation

  • Fixed multiple signer issues in quick send collaboration

  • Fixed step names displaying incorrectly in Workspace

  • Fixed "Assigned to you" view not showing document details

  • Fixed document timeline showing versions in wrong order

  • Fixed "inherit from previous step" option in document builder

• Forms

  • Fixed inability to copy fields with long names

  • Fixed field labels pushing content out of alignment

  • Fixed hidden section fields not expanding properly

  • Fixed form not scrolling to top when showing errors

  • Fixed required field indicator not displaying in red

  • Fixed issues when deleting steps with mapped data

• Data Management

  • Fixed rich-text fields not appearing in field mapping options

  • Fixed Google Drive file URLs showing as files

  • Fixed Google Drive file upload dropdown display issue

  • Fixed Snowflake multiple primary key values not saving

  • Fixed Airtable Contact + Account prefill not working

  • Fixed number formatting when saving to PostgreSQL databases

• Omni AI

  • Fixed an issue where the wrong command menu appeared when using keyboard shortcuts

  • Fixed validation errors when AI features are turned off

  • Fixed system error in AI error handling

  • Fixed sidebar not opening after completing onboarding

  • Fixed chat button not working correctly

  • Fixed thread titles not generating automatically

  • Fixed AI prompt closing while request is still processing

  • Fixed chat not auto-scrolling to new messages

  • Fixed messages not respecting thread context

  • Fixed AI extraction getting stuck on incoming webhooks

  • Fixed AI summaries sometimes showing both deleted and added text

• Administration

  • Fixed an issue where the "Updated by" user information was not displaying correctly after changes were made to the profile manager

  • Fixed organization name not showing on Organization Acceptance screen

  • Fixed page refresh redirecting to wrong location in profile manager

  • Fixed an issue where users with the builder role could access more user data than intended via Omni query

  • Fixed formatting issues in user management tabs