Automation
Automation articles from Agiled Help Center
11 articles
- What is a Workflow?Workflow is a series of automated steps like sending an invoice, form, or email. Agiled will run all the steps for you when you apply a Workflow to a Project.
- What is an Action in a WorkflowAction is the step you want to take in a Workflow. In other words, an action is what you want your workflow to do. For example, sending an email to a client is
- How to Pause & Resume an AutomationYou can pause or resume the automation at any time by following the instructions given below. How to Pause an Automation? Follow the steps given below to pause
- Flows Overview - How to create Onboarding and On Demand FlowsWhat are Flows? Flows are automated steps or sequences for your contacts that you can use to have your client/contacts complete certain forms, agree to terms, u
- How to Create a Workflow?A workflow can help you replicate and automate your business process in Agiled. A workflow is a powerful tool that can help you automate your entire business.
- What is a Trigger?A trigger is a specific event that causes an action to run in a workflow. When you are building a workflow and adding an action to the workflow, you must decid
- Automations OverviewYou can automate repetitive tasks of your business with Automations in Agiled. What is Automation? Automations lets you automate an action based on a specifi
- How to Automate Your Business in Agiled?There are three types of automations you can create in Agiled. Automations Workflows Flows Automations: Automations lets you automate an action based on a spe
- How to create an Automation?Follow the steps given below to create new automation from scratch. To create new automation go to the Essentiasl menu from the side navbar and click on Automa
- Applying a Workflow to a Project in AgiledIntroduction Workflows can be a game-changer when it comes to project management. They allow you to automate and streamline tasks, making your work more efficie
- How to pause and activate an automation.Introduction: This documentation will guide you through the process of pausing and activating an automation in Agiled. 1. Navigating to Automations Page: - Go t
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