Feature Update|08 Feb 2024
Minimise repetitive tasks with Automations
A powerful new Kinabase feature is the ability to create automations. Automations are like “if this, then that” configurations for your workflows, and allow you to create:
- New tasks
- New records
For example, you can create an automation that creates a new task for "Producing a proposal" whenever an opportunity record is added. You could also create an automated notification to notify an assigned sales manager when a new opportunity is converted to a "Sent Proposal" stage. The options are endless!
This feature is especially helpful for teams using Kinabase to manage their workflows or pipeline stages. New tasks can be assigned to specific people, or a notification can be sent to a manager to review work when it requires managerial approvals.