> 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

Everything about activating, setting up, managing, and using Unlimited Automations in OutSmart.

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:$primary;">:circle-info:</i></h4></td><td><strong>What is Unlimited Automations?</strong></td><td>Understand what this Power-Up does and when you need it.</td><td><a href="/marketplace-packages-and-power-ups/power-ups/unlimited-automations/what-is-unlimited-automations.md">What is Unlimited Automations?</a></td></tr><tr><td><h4><i class="fa-toggle-on" style="color:$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="/marketplace-packages-and-power-ups/power-ups/unlimited-automations/activate-unlimited-automations.md">Activate Unlimited Automations</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="/marketplace-packages-and-power-ups/power-ups/unlimited-automations/create-a-new-automation-in-outsmart.md">Create a new automation in OutSmart</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:$primary;">:clipboard-list:</i></h4></td><td><strong>Automations for Work Orders</strong></td><td>Use triggers and actions around work order status, pricing, and notifications.</td><td><a href="/marketplace-packages-and-power-ups/power-ups/unlimited-automations/automations-for-work-orders.md">Automations for Work Orders</a></td></tr><tr><td><h4><i class="fa-user-group" style="color:$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="/marketplace-packages-and-power-ups/power-ups/unlimited-automations/automations-for-customer-portal.md">Automations for Customer Portal</a></td></tr><tr><td><h4><i class="fa-chart-line" style="color:$primary;">:chart-line:</i></h4></td><td><strong>Automations for CRM+</strong></td><td>Support your sales process with status-based actions and follow-up.</td><td><a href="/marketplace-packages-and-power-ups/power-ups/unlimited-automations/automations-for-crm+.md">Automations for CRM+</a></td></tr><tr><td><h4><i class="fa-file-invoice" style="color:$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="/marketplace-packages-and-power-ups/power-ups/unlimited-automations/automations-for-invoices-quotations-and-contracts.md">Automations for Invoices, Quotations, and Contracts</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:$primary;">:eye:</i></h4></td><td><strong>Manage and monitor existing automations</strong></td><td>Keep an overview, adjust flows, and check the output.</td><td><a href="/marketplace-packages-and-power-ups/power-ups/unlimited-automations/manage-and-monitor-existing-automations.md">Manage and monitor existing automations</a></td></tr><tr><td><h4><i class="fa-lightbulb" style="color:$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="/marketplace-packages-and-power-ups/power-ups/unlimited-automations/automation-ideas-for-outsmart.md">Automation ideas for OutSmart</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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