Workflows

Note: Setting up workflows may require familiarity with automation concepts like triggers, actions, and delays. If you're new to this, we recommend starting with one of the pre-set templates or reaching out to the Loopit team for assistance.

The Workflows tool in Loopit is a powerful automation feature designed to streamline your operations. With workflows, you can set up "if-then" scenarios to automate tasks and interactions across the platform. Here's a quick overview:

1. What Are Workflows? Workflows allow you to define triggers (events) and corresponding actions. For example, "When an invoice is issued, send a follow-up email." This capability helps eliminate repetitive manual tasks.

2. Getting Started

   • Navigate to the workflows tool in the Loopit platform.

   • Start with pre-set templates (e.g., "Invoice Issued") or create custom workflows tailored to your needs.

   • Use the intuitive visual editor to build workflows by adding triggers, actions (e.g., email notifications, task creation), or delays (e.g., wait 5 days before follow-up).

3. Key Features

   • Triggers: Define what starts the workflow (e.g., new booking, payment received).

   • Actions: Set what happens next (e.g., send an email, create a task, or wait).

   • Flexibility: Automate a wide range of scenarios to match your business processes.

4. Support and Assistance While workflows are powerful, they can take some time to master. If you need help setting up or customizing workflows, the Loopit team is ready to assist.

By using workflows effectively, you can save time, reduce errors, and enhance your operational efficiency. Get started today and unlock the full potential of automation in Loopit!