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⟳ Automate — module links

Recipes and flow diagram3 step-by-step actions
Video demo
Lead
COO
CRM
Track

Enabling automations

  1. Open Automate

    Sidebar → Automate (after sprint graduation).

    Open in app
  2. Review flow diagram

    Diagram shows Discover → Build → Sell → Track links and active recipes.

  3. Enable a recipe

    Toggle on recipe card (e.g. new lead → COO task). Status Automation enabled.

    Tip: Do not enable all at once — one recipe at a time, verify for a week.

Video demo
Lead
COO
CRM
Track