Identified for its simplicity, Actually Easy Techniques does not skimp out on workflow automation both.
In the event you’re like us at Small Enterprise Bonfire, you favor to work smarter, not tougher, and automatic workflows are the epitome of sensible work.
Over a three-month interval, we examined this platform to the hilt, making a plethora of automation guidelines that did all types of heavy lifting for us.
Say goodbye to guide information entry and repetitive duties, and say hi there to automated processes that streamline your small business operations.
From setting triggers for follow-up emails to robotically updating contact statuses, we constructed automations that saved us organized and environment friendly whereas letting us sit back and watch the magic occur.
Here is a sneak peek at how we arrange a primary automation rule to assign a brand new consumer to a newly created deal.
First, we had been in a position to choose a set off.
We went with “Occasion” on this case. Then we merely clicked “New Alternative is Created.” Then, we added an motion to assign a brand new consumer.
The remaining was historical past! The automation labored like a appeal. Here is our completed product (that took lower than 5 minutes to create).
However honest warning, when you get a style of automation with Actually Easy Techniques, there is no going again.
It is like having a digital assistant who by no means takes a espresso break or calls in sick. Welcome to the way forward for work, people!
