Creating and Running Automations
These short tutorials provide a step-by-step of how to create, test, review and run custom processes in FYI.
Navigating the Automation Dashboard
Watch this tutorial to learn how to navigate the Automation Dashboard in FYI.
Setting up the Process Controls
Watch this tutorial to learn how Process Controls work and how to set them up for custom processes.
Adding Process Steps
Watch this tutorial to learn more about the available process steps and how to add Process Steps to a custom process.
Importing and Creating Custom Processes
Watch this tutorial to learn how to import custom processes from our Automation Library and how to create new custom processes.
Testing and Reviewing Custom Processes
Watch this tutorial to learn how to test and review custom processes to ensure the process is working as expected.
Activating and Running Custom Processes
Watch this tutorial to learn how to activate and run both manual and scheduled custom processes.
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Ready-to-go automations for a range of processes used in practices.
automation, merge fields, new collaborate, tasks, my imports