Automation

Automating workflows is a game-changer for saving time and boosting productivity. With the option to utilize default templates or customize actions and triggers, the possibilities are endless

Explore the various capabilities of automation, from sending automated emails to nurturing leads based on their engagement levels. With automation, the possibilities are endless, allowing you to tailor your approach to suit the unique needs of your leads.

Access Rights:

Utilizing the automation feature requires authorization from an admin or a user with appropriate permissions.

Automation Basics:

1. Event name:

   • The event name specifies the purpose of the automation it represents. 

2. Triggers:

   • Triggers serve as the initiation point for your automation.

   • For example, a trigger could be when a new lead is created 

3. Conditions:

   • Conditions define the criteria that need to be met for an action to occur.

   • An example condition could be when project type is interior 

4. Actions:

   • Actions are the tasks performed once the conditions are met.

   • Examples include adding a lead to a specific list or sending an email.

5. Update status to?:

   • Updating milestones signifies a significant event in your automation process.

   • This could be triggered by specific actions or conditions being met.

6. Description:

   • Descriptions provide additional context or details about an action or milestone.

   • Users can input descriptions to better understand the purpose or outcome of an action within the automation workflow.

7. Added/ updated by:

   • It indicates who created or initiated this automation. 
     

Benefits of Workflow Automation:

1. Enumerate the advantages of workflow automation, emphasizing the time-saving and productivity-boosting benefits it offers.

2. Highlight the efficiency gained through automation, emphasizing its ability to reduce manual labor and minimize errors in repetitive tasks.

Conclusion:

1. Encourage users to harness the power of workflow automation to optimize their processes and realize efficiency gains.

2. Stress the transformative impact of automation on task streamlining and overall productivity improvement, encouraging users to embrace it as a strategic tool for business success.