Automation Workshop – Advanced
Run Time: 1 hour
Date:
Third Tuesday of the month | 12-1pm AEST
Description:
Welcome to your Advanced Automation Workshop!
In this session, your Client Success Consultant will walk you through the setup, testing and activation of one nominated automation as voted by you on the day.
Please note a choice between the following five automations will be offered for the attendees to vote on for the day – top voted automation will be demonstrated in the session:
1. Client Birthday Emails
2. Reminder to Contact a Client
3. Job Budget Tracking Alerts
4. Job Review and Rework
5. Corporate Compliance Job
This event is designed for users that are familiar with Automation in FYI, fundamentals will not be covered during this session. This is not a troubleshooting session and is for the Automation feature only. Any queries of that nature you will be referred to appropriate services.
The workshop is interactive with your consultant and registered participants; to allow for maximum value these sessions are limited to 20 participants.
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.
Other Live Events
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.
The Automation Lounge
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FYI Training – Live Q&A
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