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Workflow Automations

Use Automations to automate admin tasks

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over 10 months ago

In this article, you will learn more about the automations you can use to automate time-consuming admin tasks in your firm.

These automations can be used on both Section and individual Tasks.

  • Auto-update the tag/status on a project

  • Auto-send templated emails to a client

  • Auto-create projects for a client

Here is a brief video overview of how you can use the automations.

You can learn more about each of these automations in the following articles.

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