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.
If you prefer a written guide, check out this article for a full explanation and list of functions and variables.
How-to’s and explanations
- Webinar - Weekly workflow automation Q&A - Tuesdays
- Article - our favorite workflow automation functions
Examples and inspiration