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href="/plugins/integration-qywx">WeChat Work</a></li></ul></li></ul></nav></div></div></aside><main class="docMainContainer_gTbr"><div class="container padding-top--md padding-bottom--lg"><div class="row"><div class="col docItemCol_VOVn"><div class="docItemContainer_Djhp"><article><nav class="theme-doc-breadcrumbs breadcrumbsContainer_Z_bl" aria-label="Breadcrumbs"><ul class="breadcrumbs" itemscope="" itemtype="https://schema.org/BreadcrumbList"><li class="breadcrumbs__item"><a aria-label="Home page" class="breadcrumbs__link" href="/"><svg viewBox="0 0 24 24" class="breadcrumbHomeIcon_YNFT"><path d="M10 19v-5h4v5c0 .55.45 1 1 1h3c.55 0 1-.45 1-1v-7h1.7c.46 0 .68-.57.33-.87L12.67 3.6c-.38-.34-.96-.34-1.34 0l-8.36 7.53c-.34.3-.13.87.33.87H5v7c0 .55.45 1 1 1h3c.55 0 1-.45 1-1z" fill="currentColor"></path></svg></a></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link" itemprop="name">Automate Your Processes</span><meta itemprop="position" content="1"></li></ul></nav><div class="theme-doc-markdown markdown"><h1>Automate Your Business Processes</h1><p>Instead of relying on your users to perform each part of a business process, automate it! The benefits are two-fold: your users can spend their time on other tasks, and you can trust that the process is always done just so. Steedos offers tools to automate several kinds of business processes: behind-the-scenes automation, and approval automation. You'll be happy to know that these tools don't require you to write code—they're all point-and-click.</p><section class="row"><article class="col col--6 margin-bottom--lg"><a class="card padding--lg cardContainer_fWXF" href="/automation/automated-actions"><h2 class="text--truncate cardTitle_rnsV" title="Automated Actions">📄️<!-- --> <!-- -->Automated Actions</h2><p class="text--truncate cardDescription_PWke" title="An automated action is a reusable component that performs some sort of action behind the scenes—like updating a field or sending an email. After you create an automated action, add it to a process, milestone, or other automated process.">An automated action is a reusable component that performs some sort of action behind the scenes—like updating a field or sending an email. After you create an automated action, add it to a process, milestone, or other automated process.</p></a></article><article class="col col--6 margin-bottom--lg"><a class="card padding--lg cardContainer_fWXF" href="/automation/workflow-rules"><h2 class="text--truncate cardTitle_rnsV" title="Workflow Rules">📄️<!-- --> <!-- -->Workflow Rules</h2><p class="text--truncate cardDescription_PWke" title="Workflow rules let you automate standard internal procedures and processes to save time across your org. A workflow rule is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement.">Workflow rules let you automate standard internal procedures and processes to save time across your org. A workflow rule is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement.</p></a></article><article class="col col--6 margin-bottom--lg"><a class="card padding--lg cardContainer_fWXF" href="/automation/approval-process"><h2 class="text--truncate cardTitle_rnsV" title="Approval Processes">📄️<!-- --> <!-- -->Approval Processes</h2><p class="text--truncate cardDescription_PWke" title="It’s likely that you’re familiar with process automation in the form of workflow rules. Approval processes take automation one step further, letting you specify a sequence of steps that are required to approve a record.">It’s likely that you’re familiar with process automation in the form of workflow rules. Approval processes take automation one step further, letting you specify a sequence of steps that are required to approve a record.</p></a></article><article class="col col--6 margin-bottom--lg"><a class="card padding--lg cardContainer_fWXF" href="/automation/approval-king"><h2 class="text--truncate cardTitle_rnsV" title="Approval King">🗃️<!-- --> <!-- -->Approval King</h2><p class="text--truncate cardDescription_PWke" title="2 items">2 items</p></a></article></section></div><footer class="theme-doc-footer docusaurus-mt-lg"><div class="theme-doc-footer-edit-meta-row row"><div class="col"><a href="https://github.com/steedos/steedos-docs/tree/master/docs/automation.md" target="_blank" rel="noreferrer noopener" class="theme-edit-this-page"><svg fill="currentColor" height="20" width="20" viewBox="0 0 40 40" class="iconEdit_Z9Sw" aria-hidden="true"><g><path d="m34.5 11.7l-3 3.1-6.3-6.3 3.1-3q0.5-0.5 1.2-0.5t1.1 0.5l3.9 3.9q0.5 0.4 0.5 1.1t-0.5 1.2z m-29.5 17.1l18.4-18.5 6.3 6.3-18.4 18.4h-6.3v-6.2z"></path></g></svg>Edit this page</a></div><div class="col lastUpdated_vwxv"></div></div></footer></article><nav class="pagination-nav docusaurus-mt-lg" aria-label="Docs pages"><a class="pagination-nav__link pagination-nav__link--prev" href="/no-code/customize/validation-rules"><div class="pagination-nav__sublabel">Previous</div><div class="pagination-nav__label">Validation Rules</div></a><a class="pagination-nav__link pagination-nav__link--next" href="/automation/automated-actions"><div class="pagination-nav__sublabel">Next</div><div class="pagination-nav__label">Automated Actions</div></a></nav></div></div></div></div></main></div></div><footer class="footer footer--dark"><div class="container container-fluid"><div class="footer__bottom text--center"><div class="footer__copyright">Copyright © 2023 Steedos Inc.</div></div></div></footer></div>
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