In this video, we introduce the concept of workflow automation in Firm360 through a practical example involving a demo client. We outline the key components of an automation sequence, including client actions, project workflows, and project templates, which are essential for managing project statuses and responsibilities. Then we show how to set up user tasks for the client, such as submitting a tax questionnaire and booking an appointment, while also showcasing the project workflow and status transitions. You’ll learn about the importance of consolidating all elements into project templates to streamline the process.
