Automation

A resource for setting up and managing automation workflows

UI DEMO

This is a UI interaction demo and function parameter example of this feature. You can experience it. Please note that this interaction demo only shows the UI interface and some parameters, and does not have actual data operations. If you want to really use this function, please log in to the system and enter the resource editor, and the function will take effect at that time.→ Go to Space

Recommend Templates

These are the related templates that includes the feature. You can install it to get it started.

Issue tracking

An issue tracking template to manage reported problems, track resolutions, and organize tasks for efficient team collaboration and product improvement.

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Automated Currency Data Retrieval (JavaScript)

Automatically get specific currency rate information every day and save it to a table. Users can easily track and analyze currency trends, save time, and improve investment decisions.

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Agile Workflow

Streamlines project management for teams, enhancing collaboration and visibility in Agile practices

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Email Reminder

Set timed email reminders to ensure team members receive notices at specific dates and times, keeping them on schedule with tasks and informed about crucial updates.

Install

Information Query (Student Grades)

This template is used for querying information data and providing feedback on query results via email. It ensures information isolation while allowing external users to easily retrieve the required information. In addition to exam result queries, it can also be used for use case such as competition registration results and bid results, ensuring efficient responses and accurate retrieval of necessary information.

Install

Weekly meeting reminder (WeCom)

Set reminders to be sent to team IM or email prior to the start of meetings based on pre-set times, including details of time, location, and agenda, ensuring timely and smooth participation in weekly meetings.

Install

Email-to-Task Automation for Support Teams

The Email-to-Task Automation for Support Teams template is a cutting-edge solution designed to monitor customer emails in the support inbox in real-time and convert them into ticket tasks. It also automatically rotates the assignment of follow-up personnel. This template assists teams in automatically gathering and organizing customer feedback, ensuring that all customer issues are promptly tracked and responded to, thereby enhancing the efficiency and quality of customer service.

Install

Lead Management Automation

Lead Management Automation includes a Lead Pool, Lead Submission Form，Sales Round-Robin Assignment Table, Automated Lead Assignment, Automated Lead Recycling, and a Lead Dashboard. It automatically assigns leads, recycles leads not followed up within the set time, and monitors status in real-time, improving efficiency and conversion rates.

Install

Rotating Duty Reminder(Slack)

Effectively organize team shifts, automatically record and remind about shift information to ensure every member receives timely shift notifications. This includes reminders for meeting rotations, project rotations, operations and maintenance rotations, among others.

Install

AI Project Issues and Tickets

Use AI automation to manage your product and project work orders, requirements, and bugs. By automatically collecting, summarizing, and prompting actions, you can manage project progress more efficiently and provide timely feedback to users on development progress

Install

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