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Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Smart Lists & Advanced Filters in Automation

New Feature: Smart Lists & Advanced Filters in Automation

November 13, 20241 min read

Automation helps standardize processes and improve efficiency in business management, handling much of the heavy lifting and often resulting in numerous workflows. To further streamline organization and access, we're introducing Smart Lists and Advanced Filters in Automation, making it easier to manage and navigate your workflows efficiently.

⭐️Why Is This Feature Beneficial To Your Company?

  • Improved Organization: Find and sort your workflows in seconds depending on your conditions and create permanent lists for easy access.

  • Real-Time Updates: These smart lists will keep updating as you create new workflows, ensuring your space remains efficient and organized as you work.

  • Maximized Efficiency: This feature helps you lower the time spent looking for specific workflows, reduce duplicates, and eliminate conflicts with the segmented view.

⭐️How To Use Smart Lists & Advanced Filters in Automation:

  1. Navigate to the Workflows tab inside the Automation section and click “Advanced Filters”

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  2. Choose your desired filter, select an operator, and set the value. You can add multiple filters by clicking "+And" for an "And" condition or "+ Add Filter" for an "Or" condition.

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  3. Click "Apply" to activate the filters and see the filtered results.

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  4. Click the Save drop-down menu to discard the changes or turn it into a Smart List by giving it a name.

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Organize your Workflow list and optimize your management experience by using Smart Lists & Advanced Filters in Automation. This makes your editing and monitoring process the most efficient possible.

New FeatureNew UpdateWorkflowsAutomationOrganizationSmart Lists
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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