- Automation Essentials toolkit
- Introduction to process automation with FYI
- Getting started with automations
- Creating a custom process
- Automation workbook
- Creating and running automations
- Using the Event trigger
- Automation fundamentals
- Working with Merge Fields
- Adding process steps for documents
- Adding process steps for jobs
- Adding process steps for clients
- Using automations for time and billing
- Importing data using CSV import
- Sharing processes
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What's New
Round-up of new features, fixes, and other important announcements.