9 docs tagged with "automation"

What Business Automation covers — event-driven workflows, conditions, actions, templates, and run logs.

What Automation access unlocks, common setup checks, and fixes when workflows never run or menus are missing.

How Company Admin-related automation uses delayed triggers, including labour shift-swap escalation.

Licensing, access, optional modules, and where to find each Automation screen in Biznsbook.

How to set WhatsApp company settings, share invoices with Click-to-Chat, use templates, and automate Cloud API sends.

How to pick a builder, configure triggers and actions, then activate a Business Automation workflow in Biznsbook.

How to review Automation run history, diagnose failed steps, and retry executions in Biznsbook.

How to build multi-step email drip sequences and enroll recipients with Business Automation in Biznsbook.

How to browse Automation templates and create a company copy you can edit and activate in Biznsbook.