Understanding Automations in Spaces

This guide aims to provide a detailed overview of creating and managing automations within a space. It will cover the key concepts of automations, their application in different spaces, and important considerations when naming and setting up these automations. By the end of this guide, you will have a clear understanding of how to effectively use automations to streamline processes.

Automations are different steps created to eliminate the need for manual completion of certain processes.

Each space—such as client management, operations, and course creation—can have its own automations. Lists reside within these spaces and can also have distinct automations.

To find automations, navigate to the top right corner of your space, where you will see the "automations" option.

When creating automations, it's essential to give them meaningful names. Without proper names, it can be confusing to identify what each automation does.

When setting up an automation, make sure to utilize the subsection at the bottom of the automation creation to specify what exactly is happening. This helps clarify the purpose of the automation.

For example, you might set an automation that moves a client from any status to an active client list when their status changes.

If you create an automation that triggers when a status changes from "Proposal Sent" to "Negotiations," ensure you add specific details about which custom fields are affected.

It's vital to maintain clarity in automation definitions. If multiple automations are created without clear naming conventions, it can lead to confusion about what each automation does.

By following these steps and utilizing the screenshots provided, you should now have a solid understanding of how to create and manage automations within various spaces. With this knowledge, you can streamline processes and enhance your workflow effectively.