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Automations

Automate routine tasks to save time and reduce errors

Automations
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WORK SMARTER

Intelligent automation

Automate routine tasks and business processes to save time and reduce errors. Set up triggers and actions to handle repetitive work automatically, freeing your team to focus on what matters most.

  • Trigger-based rules

    Create automations that trigger when certain conditions are met, such as new records being created or fields being updated.

  • Scheduled actions

    Set up recurring tasks and reminders that run on schedule without manual intervention.

  • Simple setup

    Create powerful automations using our visual interface without writing any code.

BENEFITS

Automations let you...

Save valuable time

Eliminate repetitive manual tasks and redirect that time to high-value work

Reduce human error

Ensure rocesses move the same way, every time, with perfect data accuracy

Improve responsiveness

Trigger immediate actions when important events occur, like new lead notifications

Create consistency

Ensure your processes run the same way every time, regardless of who handles them

Scale operations

Handle increasing workloads without proportionally increasing staff time

Integrate systems

Connect Kinabase with your other tools for a seamless workflow
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PRACTICAL APPLICATIONS

Automation examples

  • Task creation

    Automatically create follow-up tasks when new leads are added or projects reach certain stages.

  • Email notifications

    Send alerts when important deadlines approach or when records need attention.

  • Record updates

    Automatically update related records when information changes to keep your data in sync.

Learn more
Automation types

Build the automation that fits your needs

Choose a trigger

Select the event that starts the automation – like a new record or a field change

Add actions

Stack as many steps as you like – send emails, create tasks, update records, schedule follow‑ups

Add conditions

Complex automations with if-then logic to handle different scenarios based on conditions

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Ready to automate your routine tasks?

Start using Kinabase automations to save time and reduce errors
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FAQs

Frequently asked questions

Do I need coding knowledge to create automations?

No, Kinabase's automation builder is designed to be user-friendly with a visual interface that requires no coding. You can create powerful automations by selecting triggers, conditions, and actions from pre-built options.

What types of tasks can I automate in Kinabase?

You can automate a wide range of tasks, including creating and assigning tasks, sending notifications, updating record fields, creating new records, sending emails, and triggering integrations with other systems. Automations can be triggered by events, schedules, or manual activation.

Can automations work across different collections?

Yes, Kinabase automations can interact with multiple collections. For example, when a deal reaches a certain stage in your sales pipeline, an automation can create a new project record in your project management collection and generate all the initial tasks needed.

How do I test automations before deploying them?

Kinabase provides a test mode for automations where you can see exactly what would happen when an automation runs without actually executing the actions. This allows you to refine and perfect your automations before activating them in your live environment.