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What can we help you with?
Audience: Customer
Module: Automation
Time to read: 5 minutes
Applies to: All plans
Quick answer
Effective automation workflows mirror how your business already works — just without the manual steps.
Step-by-step
1. Identify a repetitive process
2. Define the trigger point
3. Decide the correct action
4. Test with a small sample
5. Roll out gradually
What to automate first
Good starting points:
• Lead follow-ups
• Deal stage changes
• Project task creation
• Payment reminders
Common mistakes
• Automating broken processes
• Not testing before rollout
Best practice
Fix the process first. Automate second.
Related articles
• What can I automate in the app?
• How do automation rules and triggers work?