Automation Workflows

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