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 workflows. A workflow contains:
Trigger - each workflow can have 1 trigger. A trigger is what starts a workflow (eg. when a league ends...).
Stages - a stage can be anything that we support (eg. fire a TV flash).
When a workflow is triggered, each stage will be run chronologically in the workflow.
How do I access Automation?
Automation can be access via the navigation bar by clicking on the Automate tab, and then selecting either Workflowsor Triggers.
What can be done via Workflows?
Below is a list of the currently supported workflow triggers and stages. If you have an idea for a new module or want to see part of your manual workflow automated, let us know by submitting a new idea.
Triggers
When a league ends
At a scheduled date/time...
Stages
Fire a TV flash
Send a Matrix report
How do I create a workflow?
To create a workflow:
Click the 'Create Workflow' button in the top right of the page.
Select a trigger event - the event you want your workflow to start running on.
Give the workflow a name - we recommend giving it a semantic name