📸 Screenshot to add: Processes screen with a flow set up.
Practical examples
Daily report
Every morning: consolidates numbers and sends the summary.
Monitoring
Hourly: checks indicators and alerts if something looks off.
Onboarding
New customer arrives → fires the welcome sequence.
Closing
End of month: gathers data, generates the report, and distributes it.
How to create a process
1
Open Automation → Processes and click create
Or use the iTeam Assistant: “build a process that…”.
2
Describe the steps
In plain language: what happens first, then, and the expected result.
3
Set when it runs
By schedule (daily, weekly) or on demand.
4
Track the runs
See the history and results of each run.
Task, process, or team?
Next steps
Task Board
For one-off jobs and simple routines.
Security & Access
Set approvals for sensitive process actions.