Automation

A resource for setting up and managing automation workflows

UI DEMO

This is a UI interaction demo and function parameter example of this feature. You can experience it. Please note that this interaction demo only shows the UI interface and some parameters, and does not have actual data operations. If you want to really use this function, please log in to the system and enter the resource editor, and the function will take effect at that time.→ Go to Space

Recommanded Templates

These are the related templates that includes the feature. You can install it to get it started.

Contractor / Freelancer Management

The Contractor/Freelancer Management simplifies management from screening to completion. Centralizes resource management, links tasks, automates interview feedback emails, and tracks project expenses for transparency and budget control.

Install

IMG

Employee Scheduling

The Employee Scheduling template is designed to efficiently manage employee availability and weekly schedules. This template helps avoid conflicts and improves overall scheduling efficiency.

Install

HTTP Monitoring

Receive notifications when your website goes down. Monitor HTTP requests, receive crash alerts, track performance metrics, and summarize them into reports.

Install

E-commerce Supplier Order Collaboration

An efficient order collaboration process designed for cross-border e-commerce. Through intelligent matching and a rotation mechanism, it automatically assigns C2B order tasks to suitable suppliers, achieving end-to-end automated management from order receipt to production and delivery, enhancing team efficiency and reducing manual errors.

Install

Expense Tracking

Easily manage personal expenses, clearly track every transaction, detail spending insights, simplify daily and household expense management, and gain full control over your finances .

Install

Slack Channel Scheduled Notifications

This template is used to set up scheduled reminders in a Slack channel to ensure team members complete tasks on time, attend meetings, and get key updates. Through pre-set automated reminders, the team can regularly receive important notifications, reducing omissions and the burden of manual reminders, thus improving overall collaboration efficiency.

Install

Onboard & Engage: New User Welcome Automation

Kickstart user engagement with this automated welcome series. Begin with a warm welcome email and give users the option to unsubscribe. For those who stay engaged, send a follow-up email 4 days later asking for valuable product feedback. Track open rates and retention, while ensuring unsubscribed users are excluded from further emails. 🔖Tip: You can customize email content with HTML for a richer experience. Please replace the unsubscribe link in your emails with the share link to the "Unsubscribe Form" you’ve created.

Install

Value-Risk Matrix

Manage tasks by prioritizing them based on risk and value, and trigger automated notifications for high-priority tasks

Install

Lead Management Automation

Lead Management Automation includes a Lead Pool, Lead Submission Form，Sales Round-Robin Assignment Table, Automated Lead Assignment, Automated Lead Recycling, and a Lead Dashboard. It automatically assigns leads, recycles leads not followed up within the set time, and monitors status in real-time, improving efficiency and conversion rates.

Install

Device Asset Management

A comprehensive Device Assets Management Template designed to track devices, manage repair service requests, and streamline client support. With an integrated form for clients to submit service requests, automated technician assignment, and customer notification upon task completion, this template simplifies device maintenance and customer communication

Install

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