automait.it

business automation simplified

Getting Started

1
  • Getting Started

The Form Designer

5
  • Field Settings
  • Form Settings
  • How To Create A Form
  • How To Display Your Form
  • How To Style A Form

The Flow Designer

19
  • An Introduction To The Features
  • Approve/Cancel Workflows Through Links
  • Assigning Steps To Non-User Via Email Field
  • Changing The Order Of Steps
  • Conditional Routing
  • Configuring A User Input Step
  • Configuring An Approval Process
  • Due Date Management & Scheduling
  • Email Notifications
  • E-signature Workflow Step
  • Engaging Leads Through Partial Entries
  • How To Set Up Outgoing Webhook Steps
  • Incoming Webhook Workflow Step
  • Merge Tags
  • Process Performance Management And Metrics
  • The Workflow Fields
  • Update User Step
  • Direct Links For Easy Access
  • Workflow Management

UI Designer

5
  • Creating A New Page
  • Editing And Styling Columns
  • Making Responsive Adjustments
  • Pre-Viewing A Page
  • Main Elements Of The UI Designer

The Decision Manager

7
  • Automate Decisions With Formulas
  • Using Calculations
  • Import Data And Create A Table
  • Create A Table Manually
  • Creating A Simple Table
  • Creating Charts
  • Creating Editable Tables

The Relationship Manager

12
  • Campaign Actions
  • Creating An Automated Funnel
  • Creating An Email Campaign
  • Email Sequencing
  • Email Templates
  • Grow Your Audience
  • Import Contacts
  • Migrating From Other CRM Platforms
  • Personalize Emails
  • Segmenting Your Audience
  • Setting Up Relationship Management
  • Types Of Contact Status

The SoMe Publisher

12
  • Auto Publish To Google My Business
  • Auto Publish To Facebook
  • Auto Publish To linkedIn
  • Auto Publish To Medium
  • Auto Publish To Pinterest
  • Auto Publish To Reddit
  • Auto Publish To Telegram
  • Auto Publish To Tumblr
  • Auto Publish To Twitter
  • Auto Publish To Instagram
  • Getting Started With Auto Publishing
  • Scheduling Auto Publishing

The E-signature

7
  • The Audit Trail: A unique Document ID
  • Create And Send A Basic Document
  • Email Notifications
  • Set Up Two Factor Authentication
  • Signing A Document
  • Upload Logo And Branding
  • Using Stand Alone Documents

Setting Up Email

11
  • Logging And Sending Emails
  • Get Started Setting Up Email
  • Setting Up Outlook
  • Setting Up Other SMTP
  • Setting Up Amazon SES
  • Setting Up Gmail Or Google Workspace
  • Setting Up Mailgun
  • Setting Up Sendgrid
  • Setting Up Sendinblue
  • Setting Up SMTP.com
  • Setting Up ZOHO Mailer

User Management

4
  • Invite New Users
  • Managing User Access
  • Users And Roles
  • User Management Introduction

Views

5
  • Configuring Editable Fields For The End User
  • Configuring Fields To Display In Views
  • Displaying The View To A User
  • Getting Started With Views
  • Linking To A Single Entry

Miscellaneous

1
  • Setting Up Custom Domain
  • Home
  • Documentation
  • The E-signature

The E-signature

  • The Audit Trail: A unique Document ID
  • Create And Send A Basic Document
  • Email Notifications
  • Set Up Two Factor Authentication
  • Signing A Document
  • Upload Logo And Branding
  • Using Stand Alone Documents