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Automation

Workflow builder, pre-built automations per module and credentials.

Templates

1 screen: Browse Templates

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Workflows

2 screens: Workflows, New Workflow

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Settings

1 screen: Credentials

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Step-by-step guides

Do it from start to finish

Task-based walkthroughs for Automation. Each one follows the real menus, in the order you would use them.

Automate a reminder

Automate a reminder

5 min

Start from a template and switch it on.

  1. 1
    Template
  2. 2
    Adjust
  3. 3
    Test
  4. 4
    Enable
  1. 1
    Browse templates

    Open Automation → Templates → Browse Templates and pick a pre-built workflow such as an overdue invoice reminder.

  2. 2
    Adjust the trigger and action

    Open Workflows, edit the conditions, recipients and message.

  3. 3
    Enable it

    Switch the workflow on. Runs are logged so you can see what fired and when.

Automate a reminder in Xetuu Automation