What are automations?
Batchbook automations are designed to help you streamline your day to day tasks. We all have a method for getting to know and taking care of our customers. Automations help make that process as easy and efficient as possible, freeing up your time to focus on the personal touch and making sure no one is left out in the cold!
Batchbook Automations are based on a Trigger (an event that occurs that starts the automation running, ie. a to-do with a certain title is completed ) which cause an Action (the event that occurs as a result of the automation, ie, a new to-do or email automation is created).
Once set up, Automations keep a vigilant eye and run automatically in the background.