Workflow Automations
Do practically anything with our workflow automation - set up recipes that let you eliminate time wasting and repetitive tasks and actions, so you can focus on the work that makes an impact.
Work Smarter With Workflow Automations
Save Time With
Automations
Stop using valuable time on routine actions. Create recipes to automate repetitive tasks based on triggers - like changing dates, sending notification emails, or updating statuses - and spend your time doing the really important work. Or napping. We won’t tell.
As Simple Or Complex
As You Need
Create custom rules in seconds (see the whole saving time section above) with our builder.
Trying to keep it simple? An automation could be as easy as triggering to send a single Slack message when a project is marked complete.
Prefer to get a bit spicier? Build out a complex multi-step workflow recipe with multiple triggers and actions that ensures that a critical process is streamlined and efficient...without having to meddle in tasks you dislike.
Automations Without
A Line Of Code
You’ll never have to call IT again. With an easy drag and drop interface, any user in SmartSuite can set up complex automations in a matter of minutes. Built for business users by business users, we understand the automations you need - we use them too!
Produce New
Records From Email
Receive and manage emails directly within SmartSuite. Link them to related work items, notify or assign team members, and always stay one step ahead in our follow-up. Never let an important email fall through the cracks again (looking at you, Jim.)
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Stay In The
Loop
Stop constantly checking in on your team for status updates. With Dynamic Notifications, instantly trigger email send when due dates arrive or receive real-time updates when critical tasks are completed to ensure you’re always informed, not micromanaging.
Dynamically
Update Records
Automatically update values in your records when important (to you) actions happen. Escalate a support ticket to high priority if it’s been in the queue too long or automatically assign a reviewer when a task is complete to keep your workflows moving. Unlock your team’s productivity, get all the promotions, and live a repetitive free life.
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Connect All
Your Tools
We know SmartSuite isn’t going to be your one and only 💔. Create automations outside of the SmartSuite boundaries with seamless integrations to other systems like email, file storage, messaging, and SMS platforms.
How Customers Use Automations
See how Automations can work for just about anything - if you can imagine it, you can automate it.
Explore real-world applications of Automations and consider how they can go to work for you.
Project Management
Use Automations to create consistency and efficiency (a PM’s two favorite words) in all your projects. Trigger escalations and notifications as you manage activities, status reports, issues, and risks.
Software Development
Centralize all your product development requirements, user stories, and QA processes. Use Automations to create a development engine, triggering actions between teams and making friends along the way.
Marketing Content Creation
Schedule, draft, review, finalize, and automatically publish marketing content across blogs, social, email, and website channels. Yep, you can actually focus on the content itself...not the steps for getting it done.
Security Operations
Shift from reactive to proactive. Centralize your workflow, pulling in alerts and triggering automated actions to analyze and resolve cyber threats.
Construction Management
Keep everyone on the team – from equipment operators to job superintendents – updated on the latest site changes and issues by automating notifications in real-time.
Section Detail Pending
Stay Tuned...
