Automation is a tool that helps you to automate the various parts of your sales management and motivation workflow. The tool was created to solve the problem of spending time on manual or time-consuming work that can be easily automated to save both you and the company time. When you remove the bottlenecks people have more time to focus on important activities such as selling, coaching and management.
What can Automation do?
Automation enables you to create custom automations containing:
Trigger - each automation can have 1 trigger. A trigger is what starts an automation (eg. when a league ends...).
Stages - a stage can be anything that we support (eg. fire a TV flash).
When an automation triggered, each stage will be run chronologically as per the automation's setup flow.
How do I access Automation?
Automation can be access via the navigation menu under Manage, and then selecting Custom automations.
What can be done via Automations?
Below is a list of the currently supported automation triggers and stages.
Triggers
When a league ends
At a scheduled date/time...
Stages
Fire a TV flash
Send a Matrix report
How do I create an automation?
To create an automation:
Click the '+Create automation' button in the top right of the page.
Select a trigger event - the event you want your automation to start running on.
Give the automation a name - we recommend giving it a semantic name