Webinar: Workflows and Templates

Webinar: Workflows and Templates

In this 43 minute webinar, we take a look at how you can complete the below all in the click of a button:
  1. Automate Follow-up Tasks and Admin Work
    1. Set up automated reminders and task management to handle follow-ups and administrative tasks—saving you time and reducing errors.
  2. Send Emails Automatically
    1. Trigger personalized email sends based on specific actions or dates. Ensure timely, consistent communication without manual effort.
  3. Send SMS Automatically
    1. Automate SMS for urgent updates, reminders, or promotions, improving engagement with a higher open rate than email.
  4. Generate Letters Automatically
    1. Create documents like invoices or contracts automatically using templates, reducing manual effort and ensuring consistency.
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This video guide contains an outdated UI however the information is still accurate