Set up a reusable workflow that works for all your main tasks. This way, you don't have to start from scratch each time - just apply the same process to different jobs and save yourself a headache.
Pick one or more starting points for your automation. These are like the go signals that kick things off. Once you've got these in place, you can build the rest of your workflow around them.
After setting up your starting points, add follow-up steps. This lets you create more detailed workflows that can handle different situations. It's like planning out a if this happens, then do that system.
Make stuff happen when certain things occur. For example, have the system send out an email when someone pays an invoice. This keeps everyone in the loop without you having to remember to do it yourself.
With our process-driven automation engine, you can finally automate the work you've been doing manually and make it scalable. Build your own process, map it out and let our system take care of the rest. Automatically send emails, assign user and much more.
You're in control of how your automations should trigger, what they should do, and for how long. They can be triggered by system events like status changes or a user action. The actions that you can take are limitless, from sending a notification to an email to assigning users or creating new resources like invoices using templates.
This is a game changer for every business owner, who is looking for a way to automate repetitive work. With automations, you can forget about time-consuming tasks like following up with clients and writing sales email templates.
Automation is not just about getting more done and being more efficient, it's about keeping your personality and brand intact when communicating with your clients. You will always have full control over both the design and the voice of your communication.
