Automation Workshop – Foundations
Run Time: 1 hour
Date:
Third Tuesday of the month | 12-1pm BST
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. Overdue Tasks Reminder
2. Overdue Jobs Reminder
3. Practice Activity Alerts
4. 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 40 participants.
Please note this is recorded for quality purposes only, recordings will not be shared.
Join the session:
Secure your Spot
Download your Automations
This is a Zoom meeting, please use the link in your calendar invite for the session.
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