Automation Workshop – Foundations
Run Time: 1 hour
Date:
Second Tuesday of the month | 12-1pm AEST
Description:
Welcome to your Foundations Automation Workshop!
In this session, your Client Success Consultant will walk you through the setup, testing and activation of the following automations:
1. Onboard a New Client
2. Overdue Jobs Reminder
3. Practice Activity Alerts
4. Auto Archive Documents
5. Bulk Email to Clients
This event is designed for users that are new to Automation in FYI, covering fundamentals and key automations for your practice. 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 – 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.
The Automation Lounge
Welcome to FYI's Automation Lounge! A dedicated weekly space with a Client Success Consultant to talk all things automation 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.