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Streamline Your Workflows with SmartSuite Automations

Streamline Your Workflows with SmartSuite Automations

5 Minutes

February 1, 2023

Streamline Your Workflows with SmartSuite Automations

In a recent video, Gareth from Gap Consulting walks through how to set up automations from start to finish within SmartSuite. Whether you're new to no-code tools or a seasoned pro, this step-by-step guide has insight for automators of all levels.

Understanding Automation Triggers

The first component of crafting a SmartSuite automation is selecting a trigger - the event that initiates the automated workflow.

SmartSuite offers several predefined triggers to choose from:

  • Record updated
  • Record created
  • Form submitted
  • Webhook received (coming soon)
  • Email received (coming soon)

By specifying trigger conditions like record status changes, you dictate the circumstances under which your automation springs into action.

Choosing Automation Actions

Once triggered, automations need clear actions to perform. The SmartSuite platform enables you to:

  • Create/update records
  • Send emails
  • Integrate with tools like HubSpot, Google Calendar, and more

For example, you could set up an automation to email record details to yourself or assign a task in Asana automatically when triggered.

Testing and Confirming Functionality

After constructing your automation, SmartSuite allows seamless testing. Follow along as the video shows an automation in action - sending an email when a record status changes.

Seeing tangible results helps confirm your automation works as expected before letting it loose to streamline real workflows.

Elevate Your Workflows with No-Code Automation

With SmartSuite, it only takes minutes to automate manual, repetitive tasks. Let no-code automations handle the busywork so you can focus on meaningful, strategic initiatives.

Start your free SmartSuite trial today and step into an automated future!