Get started with our automation tools and save your practice hours by automating low-value, routine tasks.
This 45-minute webinar demonstrates how you can #makeitcount with FYI's automation engine and work smarter by minimising touch points, reducing the risk of errors and safeguarding the consistency of processes and client service.
Topics include:
- Practice Management Housekeeping - to help you hit the ground running
- Automation Fundamentals - a quick recap
- Customise year-end compliance Automations - showcasing how you can import, tweak and automate your compliance administration
- Practice Activity - automatically monitor and manage your App integrations without lifting a finger
- Automation Library - explore the library created by our team ready to be imported and customised for your practice
- Action plans and key takeaways - to help you put this into action.
Click below to play a full recording of the webinar (45 minutes)
Your Action Plan
Below is your action plan to help you get the most out of FYI's Automation engine.
Step 1 - Learn all about Automation with FYI.
Refer to Automate your Practice
Step 2 - Review and map your processes.
Refer to Automation Workbook
Step 3 - Import, tweak and activate your automations.
Refer to Automation Library
Need some help to Automate your practice? We have dedicated packages to get you automating asap.
Starter Package - Get some help to start your automation journey.
Refer to Automation Starter Package
Build for Me - Already have the process mapped? Let us build it for you.
Refer to Build for Me Package
Map & Build for Me - Get dedicated assistance to map and build your process.
Refer to Map & Build Package
Our team is here to help you get more out of FYI. Refer to Consulting Services.