Learn how automations can save you time by sending emails, delivering files, managing pipeline stages, following up with leads, and creating tasks on your behalf so you can focus on taking care of your clients and giving them the best experience possible.
How do I automate repetitive tasks?
By the end of this course, you will be able to:
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Identify which tasks in your workflow you should automate.
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Create an automation plan by outlining the steps and actions required for a selected workflow.
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Use HoneyBook's automations builder to set up triggers, actions, waits, and conditions for your automation.
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Activate and test your automation to ensure it runs smoothly.