Automate to Save Hours on Routine Work (May 2023)


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 new Automation features
  • 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)

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