Automation

Automation articles from Agiled Help Center

11 articles in this category

All Articles

Flows

Flows Overview - How to create Onboarding and On Demand Flows

What 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

112 views
4/5/2026
Workflows

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.

100 views
4/5/2026
Workflows

What is an Action in a Workflow

Action 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

106 views
4/5/2026
Workflows

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

99 views
4/5/2026
Automations

Automations Overview

You can automate repetitive tasks of your business with Automations in Agiled.  What is Automation?  Automations  lets you automate an action based on a specifi

93 views
4/5/2026
Automations

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

81 views
4/4/2026
Automations

How to Pause & Resume an Automation

You 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

127 views
4/4/2026
Workflows

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. 

116 views
4/4/2026
Automations

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

74 views
4/4/2026
General

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

87 views
4/4/2026
Workflows

Applying a Workflow to a Project in Agiled

Introduction 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

82 views
4/4/2026