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3 Powerful Automation Actions in SmartSuite

smartsuite Jun 26, 2024

Unlock the Full Potential of No Code with SmartSuite Automations

Welcome readers! Whether you are a beginner or a seasoned pro in the world of automation, today's blog post is sure to excite those ready to unlock the full extent of no code capabilities. We'll be discussing three common automation actions you can take today using the SmartSuite platform.

Why Use Automation?

Automation helps save significant amounts of time by putting repetitive mundane tasks on autopilot. The idea is to free up more of your day by automating processes, allowing you to focus on areas of your work that require your personal touch.

Diving into SmartSuite Automations

SmartSuite, one of the revered no code tools facilitates this process, especially when it comes to automating workflows. Let's delve into the three most common actions you can use.

1. Updating of your triggering record

The triggering record is the item that sets off your automation action. You can update this record following the completion of defined tasks. For instance, you might have several tasks on a checklist that must be completed. On completion, you could use SmartSuite to update the status of these records.

2. Sending Emails

An effective automation action within SmartSuite involves sending emails. You can configure dynamic emails (changing as per the database's data) or static emails (same email every time). This can be an email to a client, a stakeholder, or even to yourself! The choice entirely depends on your requirements and can be easily managed within SmartSuite.

3. Slack or Microsoft Teams Integrations

Keeping your team in the loop is key when updating databases or making changes that affect multiple parties. This can be done effectively through integrations with Slack or Microsoft Teams. With SmartSuite, you can send messages to either a user or a channel to constantly update your team as the work progresses.

The Importance of Testing Automation

It might seem intimidating when you are starting to build automation. However, it becomes a lot easier and simpler the more you get used to it. Always remember to test your automation. Check whether the status is updated, check your emails, and verify the message received in Slack. By doing these, you can ensure that your automation works correctly.

Wrapping Up

By incorporating these SmartSuite automations, not only will your efficiency improve but you will also have more time to focus on areas of your business that will benefit more from your attention. Explore the potential of these automations and start transforming your daily routine!

For further assistance on automations or on optimizing your SmartSuite experience, do not hesitate to reach out. We are more than ready to help you become the master of your own automation world.

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