Minimise manual tasks and streamline your processes

Set up automations to replace repetitive tasks and workflows, and focus on what matters most. Save time, reduce effort and remove errors, so you can focus on growing your business.

Automations are customisable shortcuts that save you manual time and effort.

From sending notifications out when a project is won, to creating tasks when a document is reviewed, automations can help you save time and reduce errors.

Automations can be triggered by a range of events, and can perform a range of actions - and can be easily set up by you. Based on "if this occurs, then do that" logic, you can make them as simple or as complex as you need.

Automations enable you to...

Replace repetitive tasks with quick shortcuts
Save time and reduce errors
Trigger actions based on events
Automatically create tasks, records, or notifications
Focus on growing your business, not on manual tasks

Automations

Create automations to make your work easier

From simple tasks like sending a welcome email to new customers, to more complex workflows like notifying your managers when opportunities are won, automations can save you time and effort.

Based on a straightforward "If this... then that..." principle, automations allow you to simply set up Kinabase to automatically create tasks, records, notifications and more when things happen.

Simply decide what triggers your automation, and what actions should be taken when the trigger occurs.

Automate your workflow

Increase efficiency and reduce errors

Automations help you save time by reducing the need for manual data entry and other repetitive tasks. This allows you to reduce the risk of human error and ensure that your processes are followed correctly every time.

Use workflows to trigger actions based on events, such as creating a new task when a project is won, or sending a notification when a document is reviewed.

Free up your team to focus on the important work, and grow your business faster.

Custom actions

Create shortcuts to your most common tasks

Use automations to create shortcuts to your most common actions, so you can save time and complete them with just a few clicks.

For example, you can add a right-click shortcut to trigger any automation from any record. Give it any name you like, and trigger actions such as creating a new task, sending a reminder to complete training, or updating a record status.