> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/unlimited-automations.md).

# Unlimited Automations

Unlimited Automations helps you automate recurring processes in OutSmart at scale.

Use this page as the central hub for everything around **Automations**.

You will find explanations for activation, setup, usage, and management.

{% hint style="info" %}
In **Accelerate**, you get **two automations** by default. In **Maximize**, **Unlimited Automations** is included. You can also activate this feature as a separate Power-Up through **Automations unlimited**.
{% endhint %}

## Start here

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4><i class="fa-circle-info" style="color:$primary;">:circle-info:</i></h4></td><td><strong>What is Unlimited Automations?</strong></td><td>Understand what this Power-Up does and when you need it.</td><td><a href="/spaces/tsYGhhd0tVo9khoiCvFz/pages/MkFZXWAyd1SzfjWjWFmb">/spaces/tsYGhhd0tVo9khoiCvFz/pages/MkFZXWAyd1SzfjWjWFmb</a></td></tr><tr><td><h4><i class="fa-toggle-on" style="color:$primary;">:toggle-on:</i></h4></td><td><strong>Activate Unlimited Automations</strong></td><td>Start a trial or activate the Power-Up through the Marketplace.</td><td><a href="/spaces/tsYGhhd0tVo9khoiCvFz/pages/K5VNFRLa5T7DS5XmqT1Q">/spaces/tsYGhhd0tVo9khoiCvFz/pages/K5VNFRLa5T7DS5XmqT1Q</a></td></tr><tr><td><h4><i class="fa-wand-magic-sparkles" style="color:$primary;">:wand-magic-sparkles:</i></h4></td><td><strong>Create your first automation</strong></td><td>Create a flow with a name, trigger, criteria, and actions.</td><td><a href="/spaces/tsYGhhd0tVo9khoiCvFz/pages/fYnGvMS3Y31nAxwUbGKm">/spaces/tsYGhhd0tVo9khoiCvFz/pages/fYnGvMS3Y31nAxwUbGKm</a></td></tr></tbody></table>

## Per module

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4><i class="fa-clipboard-list" style="color:$primary;">:clipboard-list:</i></h4></td><td><strong>Automations for Work Orders</strong></td><td>Use triggers and actions around work order status, pricing, and notifications.</td><td><a href="/spaces/tsYGhhd0tVo9khoiCvFz/pages/zSjcClQvJqq49TxnvEqf">/spaces/tsYGhhd0tVo9khoiCvFz/pages/zSjcClQvJqq49TxnvEqf</a></td></tr><tr><td><h4><i class="fa-user-group" style="color:$primary;">:user-group:</i></h4></td><td><strong>Automations for Customer Portal</strong></td><td>Automate portal requests, confirmations, and internal follow-up.</td><td><a href="/spaces/tsYGhhd0tVo9khoiCvFz/pages/Ww9HJJCIPb9jKmq2cHqb">/spaces/tsYGhhd0tVo9khoiCvFz/pages/Ww9HJJCIPb9jKmq2cHqb</a></td></tr><tr><td><h4><i class="fa-chart-line" style="color:$primary;">:chart-line:</i></h4></td><td><strong>Automations for CRM+</strong></td><td>Support your sales process with status-based actions and follow-up.</td><td><a href="/spaces/tsYGhhd0tVo9khoiCvFz/pages/HJvrdotK0NVxcoldzB1S">/spaces/tsYGhhd0tVo9khoiCvFz/pages/HJvrdotK0NVxcoldzB1S</a></td></tr><tr><td><h4><i class="fa-file-invoice" style="color:$primary;">:file-invoice:</i></h4></td><td><strong>Automations for Invoices, Quotations, and Contracts</strong></td><td>Automate administrative processes across multiple modules.</td><td><a href="/spaces/tsYGhhd0tVo9khoiCvFz/pages/yjp7WwL2pFokDghw5Moa">/spaces/tsYGhhd0tVo9khoiCvFz/pages/yjp7WwL2pFokDghw5Moa</a></td></tr></tbody></table>

## Management and optimization

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4><i class="fa-eye" style="color:$primary;">:eye:</i></h4></td><td><strong>Manage and monitor existing automations</strong></td><td>Keep an overview, adjust flows, and check the output.</td><td><a href="/spaces/tsYGhhd0tVo9khoiCvFz/pages/gZrF4M26ux0esRUYCFP4">/spaces/tsYGhhd0tVo9khoiCvFz/pages/gZrF4M26ux0esRUYCFP4</a></td></tr><tr><td><h4><i class="fa-lightbulb" style="color:$primary;">:lightbulb:</i></h4></td><td><strong>Automation ideas for OutSmart</strong></td><td>See practical examples to deliver value quickly.</td><td><a href="/spaces/tsYGhhd0tVo9khoiCvFz/pages/PK57xIuJkLRI3F6nPjbb">/spaces/tsYGhhd0tVo9khoiCvFz/pages/PK57xIuJkLRI3F6nPjbb</a></td></tr></tbody></table>

### Webinar

Prefer to follow the process visually? Watch the webinar about Unlimited Automations.

{% embed url="<https://youtu.be/8c4lcsA3nME>" %}


---

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