Embrace Automation in 2024
Tuesday 20th February 12:00PM AEDT
Join the Client Success team in this 45-minute webinar to learn how to embrace automation in 2024 for your team and practice.
We’ll guide you through creating processes for your practice that will allow your team to elevate their productivity to new heights and inspire you to continue to improve your automations or start your journey to automation with FYI.
In this webinar, we will cover:
- How to use Automation to archive documents
Guiding you through how to automatically archive documents based on specific criteria to ensure your documents are current and meet standards.
- Setting up an Automation to establish a new entity
See how you can trigger tasks and documents required to ensure that a new entity is set up correctly and nothing is missed.
- Using Automations to set and forget your recurring jobs
Demonstrating how you can create a job based on specific criteria, making sure that all obligations are met for your clients without needing to check every cycle.
- How to build your own Custom Process
We know each practice is unique, so we’ll show you how to map a custom process to build an FYI Automation.
And of course, lots of tips and tricks along the way so you can automate your 2024 and make it count for your team and clients.
If you can’t make the live event, register to receive the resources post-event including the webinar recording.