Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
This Custom Process Collection brings together all custom automations used for the Advanced Automations Workshop. To register for the next workshop, please click here.
Note: Only one of the below automations will be imported and configured during the workshop. This collection can be used to import all the Advanced Automation Workshop processes.
These custom automations have been created by the FYI team, ready to be imported to use in your practice.
What's Included
This collection includes all of the following custom automations:
| Custom Process | Description |
| Client Birthday Email |
Send out a birthday email to your client annually. You can find out what's included for this custom process and configuration specifics after importing here. |
| Company Annual Review Job |
Streamline your annual company reviews by auto-creating the job and task. You can find out what's included for this custom process and configuration specifics after importing here. |
| Internal Reminder to Contact Client |
Send a reminder to a Partner if a client has not been contacted in 90 days. You can find out what's included for this custom process and configuration specifics after importing here. |
| Job Budget Tracking Alerts |
Notify Job Managers and Partners when a job has exceeded 50% or 100% of its budget. You can find out what's included for this custom process and configuration specifics after importing here. |
| Job Rework & Review Processes |
Auto-create tasks to assist in the completion of review and rework steps to complete client work. You can find out what's included for this custom process and configuration specifics after importing here. |
For practices on the Elite Plan, you have all the inclusions of Pro and the additional custom automations:
| Custom Process | Description |
| Company Annual Review Job |
Streamline your annual company reviews by auto-creating the job and task. You can find out what's included for this custom process and configuration specifics after importing here. Note: this replaces the Company Annual Review Job custom process in Pro. |
| Job Budget Tracking Alerts |
Notify Job Managers and Partners when a job has exceeded 50% or 100% of its budget. You can find out what's included for this custom process and configuration specifics after importing here. Note: this replaces the Job Budget Tracking Alerts custom process in Pro. |
Importing this Custom Process Collection
To import this Custom Process Collection, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article):
- Click here to download the file used for Pro practices
- Click here to download the file used for Elite practices
Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.
When you have downloaded the file you can import the Custom Process Collection. Refer to Importing Custom Processes.
What's Next
Ensure you Review your Automations, Templates and Views.
Templates can be located in your Knowledge workspace, you can review and personalise any imported templates, ensure that you set the Template Status to active when you've finalised your review and customisations.
Review and update the Process Controls and Process Steps for your Automation. Specific comments have been added to the steps where action is required. These will display in blue.
After reviewing all items for your Automations, ensure you Test the Automations. When ready, set the Status of the Automations to Active.