Automations

Process automation plays a key role in the modern world. It not only reduces the time spent on routine tasks but also minimizes human errors, increases process transparency, and improves interaction between employees. 📊🤖 Many processes in companies are cyclical and repeat daily or monthly 🐣🐤🐥. Implementing automated solutions allows focusing on strategically important tasks, delegating routine to systems. 🎯

Automation Fundamentals

Automations are added to the system using the ⚡ button. If the button is highlighted, it means you have an active automation linked to the entity displayed on the screen (e.g., groups, pipelines, tasks, etc.). Automations consist of two main components: a trigger (the condition for activation) and an action (the task to perform).

Creating an Automation

To create an automation, follow these steps:

1. Click the ⚡ button at the top of the screen → select "New Automation".
2. Automation Name (optional): Enter a name to easily identify the automation in the future.
3. Select a Trigger:
   • Click "New Trigger" to create a launch condition.
   • Choose a suitable trigger from the list (triggers depend on the context of the screen you are on).
   • Click "Done". See below for more on trigger types →
4. Add an Action:
   • Click "New Action" to create an action.
   • If necessary, add additional actions by clicking "Add Action". See below for more on action types →
5. Create Automation: Click "Create". The automation will activate every time the trigger conditions are met.

Automation Example

• Trigger: Trial lesson scheduled.
• Action: Automatically create a task for the administrator.
• Result: The administrator promptly contacts the client, reminding them about the lesson, which improves the client experience and increases their loyalty. 🤝📅

Managing Automations

After creation, an automation can be:

• Modified: Edit the triggers or actions.
• Disabled: Click the "Active" button (it is highlighted) to disable the automation. Once disabled, it will no longer trigger when the conditions are met.
• Deleted: Remove the automation if it is no longer needed.

Viewing All Automations

All active automations in the application can be viewed in the section: Settings → Application → Automations.

Usage Recommendations

1. Avoid Duplication: We have prohibited the creation of exact duplicates of automations, but partial duplication is possible. This can lead to conflicts and undesirable results, so try to avoid such situations.
2. Test Automations: Before active use, ensure that the automation works correctly. Test the triggers and actions using test data.
3. Optimize Processes: Regularly review automations to ensure they align with current business processes and do not create unnecessary load on the system.

Automation is a powerful tool that helps simplify workflows and increase efficiency. Use it wisely to achieve maximum results! 🚀