Automation & Workflows Documentation Plan

Overview #

Streamline repetitive tasks with intelligent automation across pipelines, tasks, email, integrations, and notifications.

Documentation Structure Plan #

1. Pipeline Automation #

• Automated workflows for lead nurturing and client onboarding

2. Task Automation #

• Auto-assign tasks, move items between columns, and trigger notifications

3. Email Automation #

• Automated follow-ups, reminders, and scheduled communications

4. Integration Triggers #

• Connect actions across different modules for seamless workflows

5. Notification System #

• Customizable alerts for important events and deadlines

6. Slack & Telegram Integration #

• Receive notifications and updates in preferred messaging platforms