What is an Automation?
An automation in Optix refers to a feature that streamlines repetitive tasks, making processes efficient and consistent without manual effort. This boosts productivity and accuracy.
What are the key aspects of Automations in Optix?
Task Automation: Automates routine tasks like sending emails or messages to Users when specific events or actions occur. For instance, when a new Active User is added, a welcome email can be sent automatically.
Workflow Automation: Creates workflows to automate sequences of actions, such as nurturing Unconfirmed Users, assisting with New Active User onboarding, or creating tasks for Admins, triggered by specific events or conditions.
Triggers: The events or actions that cause an Automation or automated workflow to begin.
Actions: Functions and activities within Optix that can automatically happen once a specified Trigger occurs.
Enrolments: The process of registering or associating pre-determined groups of Users, Teams, or Admins with a specific Automation.
Automations in Optix enhance operational efficiency and accuracy by automating tasks and workflows, allowing Admins to focus on strategic growth, community engagement and Member satisfaction.