Automations

Set up automatic actions that save time and make sure you always follow up with clients. ⚙️

🤔 What are Automations?

Automations let you set up actions that happen by themselves when certain things occur. They help you:

• ⏰ Save time on tasks you do over and over
• 🔄 Always follow up with clients the same way
• 📅 Never miss an important deadline
• ⚡ Respond to clients faster
• 📋 Stay on top of compliance rules
• 📈 Handle more work without more effort

🏗️ Creating an Automation

To make a new automation:

1. Go to Settings → Automations
2. Click Create Automation
3. Give it a name
4. Pick a trigger (the event that starts it) 🎯
5. Add conditions (optional — extra rules to filter when it runs)
6. Choose an action (what should happen) ⚡
7. Set up the action's details
8. Click Save ✅

💡 Example: Welcome Message

Send a welcome text when a new case is created:

• Trigger: Case created
• Condition: Case type is "Personal Injury"
• Action: Send SMS with welcome message template 💬

💡 Example: Negative Sentiment Alert

Let the manager know when a client sounds unhappy:

• Trigger: Negative sentiment detected 😟
• Condition: Case status is "Active"
• Action: Send a notification to the assigned manager 🔔

💡 Example: Document Follow-up

Send a reminder if documents aren't uploaded after 3 days:

• Trigger: 3 days after case created ⏰
• Condition: Document upload task not done
• Action: Send SMS reminder 💬