Mastering Workflow Automation in INTOAEC

Automation isn’t just a feature — it’s a productivity superpower. By setting up smart workflows, you can cut down on repetitive tasks, respond faster to leads, and make your processes smoother than ever.

Whether you rely on default templates or prefer to customize triggers and actions, automation adapts to your business. From sending automated emails to nurturing leads based on engagement levels, the possibilities are limitless. INTOAEC ensures that every interaction is timely, consistent, and purposeful.

Access Rights

Before diving into automation, make sure you have the right permissions.

• Only an Admin or a user with authorized access rights can create and manage automations.

• This ensures workflows stay secure, organized, and aligned with your team’s processes.

Automation Basics

Automation in INTOAEC is built on a simple structure: Event → Trigger → Condition → Action → Update → Outcome. Let’s break down each element:

Event Name

The event name specifies the purpose of the automation.

Triggers

Triggers are the starting points of automation. They determine when your workflow begins.

• Example: When a new lead is created.

Conditions

Conditions refine your workflows by setting specific rules that must be met before an action is performed.

• Example: When Project Type = Interior.

 Actions

Actions are the tasks performed once the trigger fires and conditions are met.
Examples include:

• Adding a lead to a targeted list.

• Actions make your automation come alive, executing the work you’d otherwise do manually.

Update Status To?
Statuses are like checkpoints in your automation journey. Updating them signals progress milestones in the workflow.

• Example: Status updates when a proposal is viewed, expired, or accepted.

Description

Descriptions allow you to add context and clarity.

• Use them to explain why an automation exists or what its outcome should be.

Added / Updated By

Every automation records who created or last updated it.

• This promotes accountability and transparency within your team.

Benefits of Workflow Automation

1. Efficiency Boost – Eliminates repetitive work and streamlines lead management.

2. Error Reduction – Ensures consistent and accurate execution of tasks.

Take Your Workflows to the Next Level

1. Empower Teams – Automation allows your team to focus on high-value work instead of manual tasks.

2. Strategic Advantage – Streamlined processes improve response times, lead engagement, and overall productivity.