What is Automation and what it does?
Understanding Advanced Automation in PropSpace
Advanced Automation allows you to create a targeted set of actions that execute automatically when triggered by specific conditions. This helps streamline workflows, reduce manual effort, and ensure timely notifications.
Examples of Automation Use Cases
- Receive a notification when a deal is closed.
- Get an email alert if a lead hasn’t been updated for 10 days.
- Be notified when a high-value property is added to the system.
How Does It Work?
- Define Triggers & Conditions
Choose when the automation should run, such as when a record is created, updated, or remains unchanged for a certain period. - Select Actions
Define what happens when the automation is triggered, such as: - Sending email notifications.
- Updating record fields.
- Assigning tasks to users.
- Choose Recipients
Specify who should receive the notifications or actions when the automation runs.
Best Practices & Caution
🔹 Double-check your rules before activating them automation can update multiple records at once.
🔹 Test your automation on a small dataset before applying it system-wide.
🔹 If unsure, contact PropSpace Support for guidance to avoid unintended updates.
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