Automations
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.
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.
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.
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.
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.
07 Jun 2024
Maximise productivity and ensure your team are notified whenever relevant things happen with Kinabase’s intelligent workflow automations.
31 May 2024
Kinabase now includes conditional automations that only run if certain conditions are met. For example, notify your director when an expense surpasses a £100 threshold.
28 May 2024
Create automations that you can trigger by right-clicking on your records. This feature is especially useful when you need to quickly update records or trigger a specific action without having to navigate away from the record.