You now have the ability to automate workflows and tasks to save time and simplify trip planning!
There are three types of Automated Workflows:
Automated Forms: Schedule a form created in Travefy to be sent at a specific date and time.
Automated Trip Invites: Schedule a trip invite to be sent on a specific date and time.
Automated Trip Chat Messages: Schedule a trip chat message to be sent to at a specific date and time.
Automated Invoices: Schedule an Invoice through Stripe to be sent at a specific date and time.
Automated Workflows live in the same place as Tasks, and operate much the same way, except they're not only reminding you to complete the task; they'll do it for you!
Automations can be created in three places:
In the Trip Sidebar
In a Contact Profile
In the Task Menu
We'll go over those three now!
Creating an Automated Workflow in the Trip Sidebar
1. Click on Tasks and Automations
In the trip sidebar, click on the Tasks and Automations tab.
2. Click on Add
Click on Add in the top right corner.
3. Click on Automation
Once you've done so, some options will appear. Click on Automation.
4. Customize the Automation
Clicking on Automation will bring up the Automation Menu, which allows you to customize the Automation.
You can customize the Automation to send the email trip invite or a form, who the invite or form is being sent to, as well as when the invite or form is sent.
Creating an Automation in a Contact Profile
1. Go to the contact
Go to the contact profile you'd like to add the Automation to.
2. Click on Add
Click on the Add button that appears in the Task box.
3. Click on Automation
Once you've clicked on Add, some options will appear. Click on Automation.
4. Customize the Automation
Clicking on Automation will bring up the Automation Menu, which allows you to customize the Automation.
You can customize the Automation to send the email trip invite or a form, who the invite or form is being sent to, as well as when the invite or form is sent.
Creating an Automation in the Task Menu
1. Click on Tasks
Click on the clipboard in the top right corner of your screen, to the left of your name.
2. Click on View All Tasks
Clicking on View All Tasks will open the Task Menu.
3. Click on + New Task
While in the Task Menu, click on +New Task in the top left corner!
4. Click on Automated
5. Customize Automation
The automation menu will appear on the right-hand side of the screen, and you can then customize the automation!
Note: Automations made in the Task Menu will be inactive until a trip or contact and date is added.
Travefy Pro-tip: You can select to send the Automatic Trip Invite or Form right away by selecting that item in the Tasks & Automations list, clicking on the More button in the modal, then selecting Send Now.
