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Audience: Customer
Module: Automation
Time to read: 4 minutes
Applies to: All plans
Quick answer
Automations work by defining a trigger and the action that should follow.
Key components
Every automation includes:
• Trigger: The event that starts the automation
• Condition (optional): Rules that must be met
• Action: What happens automatically
Example
• Trigger: Deal moves to “Proposal Sent”
• Condition: Deal value above a threshold
• Action: Create a follow-up task
Common mistakes
• Too many conditions
• Over-automating early
Best practice
Keep rules simple and transparent.
Related articles
• How do I design effective automation workflows?
• How do I monitor and manage automations?