Automation in Biznsbook: An Overview
What Business Automation covers — event-driven workflows, conditions, actions, templates, and run logs.
Before You Start with Automation
Licensing, access, optional modules, and where to find each Automation screen in Biznsbook.
Create and Activate a Workflow
How to pick a builder, configure triggers and actions, then activate a Business Automation workflow in Biznsbook.
Use Workflow Templates
How to browse Automation templates and create a company copy you can edit and activate in Biznsbook.
Monitor Execution Logs
How to review Automation run history, diagnose failed steps, and retry executions in Biznsbook.
Automation Permissions and Troubleshooting
What Automation access unlocks, common setup checks, and fixes when workflows never run or menus are missing.