Before you begin
Before enabling automation widely, identify its trigger, action and possible exceptions.
Recommended workflow
Run the available rule on a small controlled workflow. Inspect the resulting records and notifications before expanding it.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Avoid configuring repeated actions that may send duplicate messages or create duplicate work.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team