Automate Your Business Processes
Instead of relying on your users to perform each part of a business process, automate it! The benefits are two-fold: your users can spend their time on other tasks, and you can trust that the process is always done just so. Steedos offers tools to automate several kinds of business processes: behind-the-scenes automation, and approval automation. You'll be happy to know that these tools don't require you to write code—they're all point-and-click.
📄️ Automated Actions
An automated action is a reusable component that performs some sort of action behind the scenes—like updating a field or sending an email. After you create an automated action, add it to a process, milestone, or other automated process.
📄️ Workflow Rules
Workflow rules let you automate standard internal procedures and processes to save time across your org. A workflow rule is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement.
📄️ Approval Processes
It’s likely that you’re familiar with process automation in the form of workflow rules. Approval processes take automation one step further, letting you specify a sequence of steps that are required to approve a record.
🗃️ Approval King