WorkGuru Workflows - What automation options would you like?

Posted 5 months ago by Tony Harcourt

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Tony Harcourt Admin

We're currently building a new module called WorkGuru workflows. 


The point of this module is to allow you to automate some of the pain-in-the-butt things that you're currently doing manually, or optimise your workflows to make things a bit nicer.


This thread is for customer suggestions about what you'd like to automate.


Some current examples are
When a project is completed - mark all tasks as complete.

When a Project Status Changes - send an email to the Client / Project Manager letting them know of the status change

When a PO is received, if the value is greater than the ordered value - email the project manager.

Give us your best ideas and we'll see how we can incorporate them!

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fred@suresafehss. com. au posted 5 months ago

When a lead is created, it would be great if it could automatically create an activity.

If you make a lead, you want to follow it up, right? Having an activity means it reminds you to follow it up.

The way it is too easy to forget to make an activity for a lead.


Also, it would be great if there was a way to get it to send you automatic emails when an activity is due so that you can remember to follow up.

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