• Introduction to Automations
• Setting up Global automations
• Setting up Template automations
• What are saved automations and how to use them?
• Automation Pricing

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• Automations that run on project triggers
• Automations that run on task triggers
• Automations that run on phase triggers
• Automations that run on form triggers

• Setting Up a Weekly Reminder to Submit a Feedback Form
• Automating CSAT Score Updates From Form Responses
• Track Stale Tasks Using a Last Comment Date Field
• Auto Invite Customer Champion on Project Creation
• Prevent Duplicate Phases When Importing Multiple Templates into the Same Project

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