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Workflow Automations

Use Automations to automate admin tasks

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over 3 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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