The Automation page is where you can set up your templates, schedules, and XBert automation to help you streamline your workflow.

Navigate to the Automation page by selecting it from the main menu item on the left.

The Templates is the default page of Automation.

Here, you can create and edit existing templates, and add or edit schedules, to set up your workflow seamlessly.

Similar to the other main navigation pages, you can sort templates via process or client. You also have the option to filter them via Schedule Frequency or do a quick search from your list.

The next page is XBert Automation. This is where you'll find your practice XBerts and Custom XBerts.

You have the option to create a Custom XBert from this page as well as view all of your existing XBerts. You can filter this page by Process, Custom XBerts or use the search.