Next-Level Automation
Wednesday, Sep 21 | Wednesday, 1:30 p.m. - 2:30 p.m.
Details
Know the basics of automation, but want to dive deeper? This session covers slightly more advanced automated workflows to save time, drive collaboration, and enforce consistent processes. We'll dive into different trigger setups, how to use condition paths, and how to combine actions and workflows to create simple yet powerful automated processes. By exploring three different approaches to a complex, multi-step approval scenario, you'll learn: the pros and cons of different approaches to building workflows; how to set up mini flows to resubmit declined requests; advanced actions like automatically generating and sending a document for e-signature, assigning contacts to requests, or recording dates; and more. Join us to take your automated workflows to the next level!
Location: Room 6A
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Architecture, Construction and Engineering Consumer Goods Education Energy and Utilities Financial Services Government Healthcare Life Sciences Live Entertainment, Travel and Hospitality Manufacturing Media and Production Nonprofit Professional Services Retail Technology Telecommunications |