Automation

Spend less time on mundane, repetitive tasks and more time on higher value activities with Workbooks:

• Make common and repetitive tasks easier and less error-prone for users
• Define processes and enable them to be run according to a schedule, when a record is updated, or when requested
• Provide a faster, more consistent service with a library of pre-built scripts and samples
• Deliver significant automation around how orders are processed by automatically entering multiple invoices from one order
• Streamline the delivery of orders to customers by automatically allocating all the project cases or activities from a new order