The Automation page is where you can set up your templates, schedules, and XBert automation to help you streamline your workflow.
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Navigate to the Automation page by selecting it from the main menu item across the left.
Templates
The Templates is the default page of Automation.
Here, you can create and edit existing templates, and add and 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.
XBert Automation
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 them. You can filter them via Process as well.