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

1. Receive a notification when a deal is closed.
2. Get an email alert if a lead hasn’t been updated for 10 days.
3. Be notified when a high-value property is added to the system.
   

How Does It Work?

1. Define Triggers & Conditions
   Choose when the automation should run, such as when a record is created, updated, or remains unchanged for a certain period.
2. Select Actions
   Define what happens when the automation is triggered, such as:
1. Sending email notifications.
   
2. Updating record fields.
   
3. Assigning tasks to users.
   
3. 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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