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Workflow automation: an introduction! [video]

  • October 28, 2021
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Workflow automation: an introduction! [video]
Michelle from Copper
Copper Employee
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Workflow automation is a great way to automate repeat actions in your Copper system. Watch the video below for an overview and example. I’ll link some other resources below as well.

Note: As of March 2022, Opportunities in the Copper left-hand menu is changing to Pipelines. Click here for more information.

 

If you prefer a written guide, check out this article for a full explanation and list of functions and variables.

 

Additional resources

 

Weekly live Q&A

 

Examples and inspiration

https://community.copper.com/workflow-automation-34/how-are-you-using-workflow-automation-146

 

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