Automation ideas for OutSmart

Practical examples to get value from Unlimited Automations quickly.

Want to start fast? Then begin with processes that cost a lot of manual work.

Good first examples are:

• update prices automatically after a completed work order
• notify a planner about a new portal request
• create a follow-up task after a status change in CRM+
• send a reminder for open quotations
• show a warning for expiring contracts

1

Choose a process with a lot of repetition

Look at which manual process takes the most time in your team.

2

Determine the trigger

Find the event in OutSmart that starts this process.

3

Add criteria

Determine which conditions should apply.

4

Translate next steps into actions

Turn manual work into one or more automatic actions.

5

Create and test the automation

Create the automation through Settings → General → Automation → Add and test it with a realistic scenario.

6

Repeat for other processes

Then build further step by step.

Frequently asked questions

Are there ready-made examples in the knowledge base?

Yes. Price management through automations is a good practical example.

What is a good starting point?

Start with notifications and emails. These often deliver visible time savings quickly.

Can I duplicate existing automations?

Check whether this option is available in your OutSmart version.

Related topics

• Price management through automations
• Sales Funnel
• How To Create A Customer Portal
• OutSmart packages