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
Pipeline Automation lets you set up step-by-step workflows that run automatically for your contacts. Typical uses include onboarding new leads, sending timed follow‑ups, and progressing people through...
Task Automation helps your team reduce manual updates on boards and keep everyone informed when work is completed.
Email Automation helps you send timely, consistent communications without manual effort. You can automate follow‑ups inside pipelines and use connected mailboxes for direct sending.
Integration Triggers connect events across modules (CRM, Tasks, Invoicing, Messaging) so the right actions happen automatically without manual steps.
The Notification System keeps your team informed about important events (task assignments, completed work, payments, and more) using email and messaging channels you control.
Connect Slack and Telegram to receive real‑time updates from your workspace. Use them to notify your team when tasks are completed and for select events like invoice payments and new leads from outrea...