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Automate your Practice

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Learn how you can Automate your processes with FYI's Automation Engine. This Learning Path has been designed to introduce you to FYI's Automation feature and demonstrate how to create Custom Processes to automate your practice.  

Allow 30+ minutes.

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Click here to download the guide.

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Learn the fundamentals to get started with Automations for your practice.

Click here to go to the Learn Course.

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Click here to download the guide.

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Click here to download the workbook.

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Click here to download the guide.

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Click here to view the Automation Library.
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