Setting Up Your First Automation

Start simple, build complexity

Automation doesn't have to be complicated. Start with one simple trigger: when a deal moves to "Proposal Signed," automatically create a task for the production team. That single automation saves 5 minutes per deal and ensures nothing falls through the cracks.

Common First Automations

Stage change notifications, follow-up task creation, email template sends, and status update alerts are the best starting points. Each one eliminates a manual step that someone currently has to remember to do.