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How to Create a User Automation

1. Feature Overview

With user automation, you can automatically check-in and check-out your users. You can create tasks and alerts based on their availability and even send them automated messages on special occasions. If you’re new to the automation feature, visit the automation home page.

 

2. Quick Start

You can create an automation from scratch but the quickest way to get started is to select a ready-made template.

 TemplateDescription
Auto Check-In UsersTrack work hours by automatically reminding and checking-in your users according to the workday templates you define.
Auto Check-Out UsersAutomatically remind and checks-out your users according to the workday templates you define.
Work Anniversary WishesWorks on the basis of the ‘Joining Date’ user field. Automatically wishes users on their work anniversaries.
Birthday WishesWorks on the basis of the ‘Birthday’ user field. Automatically wishes users on their birthdays.

Note – The default auto check-in and auto check-out templates are not configured for the mobile app. You need to use webhooks to display notifications and enable auto check-in/check-out on mobile. For more information, see Auto Check-In/Check-Out for Mobile.

To select a template –

  1. From your Dashboard, navigate to Marketing>Automation and click Create Automation.
  2. On the Choose a Template pop-up, navigate to the Internal User Engagement section.
  3. Choose a template and edit it according to your needs.

Templates

 

3. Automation Basics

Like lead automation, user automation also operates on triggers, conditions and actions –

 

Any Questions?

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