Automation Features

Steps

1. 1

   Enable auto-assignment to automatically distribute incoming orders to available team members. The system uses load-balanced assignment to pick the staff member with the fewest active tasks.

2. 2

   Set priority rules to automatically assign priority levels based on order value or other criteria when tasks are created.

3. 3

   Create custom automation rules to trigger actions based on specific conditions. For example, automatically assign tasks to specific staff when order value exceeds a threshold, or send Slack notifications for overdue tasks.

   Available actions: assign staff, set priority, send Slack notification, add tags.

4. 4

   Combine multiple rules for complex workflows. Pro plan includes 5 rules; Enterprise plan supports unlimited rules for advanced automation scenarios.