Configuration
1. Create a New Automation
Go to Administration > Automations
Select the Task entity
Click New Automation
2. Configure the Description, Trigger, and Filter
In the Automation Description field, enter a name that identifies the action.
Example: Create a task to send meeting minutes after a meetingUnder When should the automation be triggered?, select:
When the task is completed
Next, click the + icon to add the filter
Filter
Type - equals - Meeting
3. Define the Action
Under When triggered, what should the automation do?, select:
Create task
Configure the fields of the new task according to your needs:
Users
In this case, configure the users of the new task to be the same as those assigned to the completed meeting task.
Task Type
Example: Simple
Title
Example: Send meeting minutes to the customerDescription
Example: Meeting completed. Send the meeting minutes with the discussed topics to the customer.
Click Save.
Did this article help you? Leave your feedback below so we can continue improving our knowledge base. 😊
Still have questions? Feel free to contact our Support team through the platform chat or by email at suporte@ploomes.com.