The Automation Lounge
Run Time: 2 hours
Date:
Every Thursday | 9-11am AEST
Description:
Welcome to FYI’s Automation Lounge!
A dedicated weekly space with a Client Success Consultant to talk all things automation for your practice. If you’ve got a question, need some validation or another set of eyes for automations in FYI, this is the place for you.
This event is designed for users wanting to get the most out of the Automation Feature. This is not a training or troubleshooting session and is for the Automation feature only. Any queries of those nature you will be referred to appropriate services.
Please note this is recorded for quality purposes only, recordings will not be shared.
Join the session:
This is a Zoom meeting, please use the link in your calendar invite for the session. If you’re late to your session the next in line will be admitted and you will join the back of the queue. Please note this may mean waiting times are long, please be patient as we work through the queue.
Other Live Events
FYI x FeeSynergy Webinar
Join FYI and FeeSynergy for a practical session on streamlining your firm’s billing, debtor management and payment processes. Discover how integrating document and workflow automation with smarter payment solutions can reduce admin, improve cash flow, and create a more seamless client experience. We’ll walk through real-world examples, demonstrate how the integration works in practice, and share tips to help your firm save time while getting paid faster. Ideal for practices looking to modernise their end-to-end processes and remove friction from invoicing through to payment.
Automation Workshop – Advanced
Welcome to FYI's Advanced Automation Workshop! A dedicated monthly workshop with a Client Success Consultant to import, configure, and activate a nominated automation for your practice.
Automation Workshop – Foundations
Welcome to FYI's Automation Foundations Workshop! A dedicated monthly workshop with a Client Success Consultant to import, configure, and activate key automations for your practice.
FYI Training – Live Q&A
FYI training for our new users, showcasing day-in-the-life scenarios using the core feature sets of FYI followed by live Q&A with one of our client success consultants.
Introduction to FYI
Want to see FYI in action? Join us for a walk-through of the platform and see how FYI makes a real difference to your workday.