What is Automation and what it does?

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.
Notes

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.
Idea

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.