⟳ Automate — module links
Recipes and flow diagram3 step-by-step actions
Video demo
Lead→
COO→
CRM→
Track
Enabling automations
Open Automate
Sidebar → Automate (after sprint graduation).
Open in app →Review flow diagram
Diagram shows Discover → Build → Sell → Track links and active recipes.
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