Workflow & Automation
Workflow helps you automate most of your repeated tasks. Track work progress easily
- Stage automation examples (Basic): Update account tags
- Stage automation examples (Basic): Send email
- Stage automation examples (Basic): Auto-upload documents
- Stage automation examples (Basic): Update account access
- Stage automation examples (Basic): Apply folder templates
- Stage automation examples (Basic): Update job assignees
- Stage automation examples (Advanced): Update client-facing status