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How to Create Automations?

Permissions needed to create automationsYou should be an owner or admin of the project to create automations.  Steps to create automationsOpen the project and click on the blue button in the upper right corner of the screen and select “Add Automation”​Write the Automation name, description and choos

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What are Automations?

Automations allow you to streamline and simplify your work by automating various tasks and actions. Automations help you save time, reduce manual work, and ensure that processes are carried out consistently.  Permissions You must be an owner or admin of the project to create, edit or delete an autom

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Type of Automations

There are three types of automations - Task Creation, Task Update, Time Based  Task Creation Automation: Task creation automation runs when a new task is created. A new task can be added in the project either manually, or via an import or via a task form when user fills in a response. For manual tas

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Getting Started

Workflow Management

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Getting Started with Sprinklr Marketing

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Automations

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My Tasks and My Team Task

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Reference Guide for Sprinklr Marketing

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