> 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/automation-ideas-for-outsmart.md).

# Automation ideas for OutSmart

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

{% stepper %}
{% step %}

### Choose a process with a lot of repetition

Look at which manual process takes the most time in your team.
{% endstep %}

{% step %}

### Determine the trigger

Find the event in OutSmart that starts this process.
{% endstep %}

{% step %}

### Add criteria

Determine which conditions should apply.
{% endstep %}

{% step %}

### Translate next steps into actions

Turn manual work into one or more automatic actions.
{% endstep %}

{% step %}

### Create and test the automation

Create the automation through **Settings → General → Automation → Add** and test it with a realistic scenario.
{% endstep %}

{% step %}

### Repeat for other processes

Then build further step by step.
{% endstep %}
{% endstepper %}

## Frequently asked questions

<details>

<summary>Are there ready-made examples in the knowledge base?</summary>

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

</details>

<details>

<summary>What is a good starting point?</summary>

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

</details>

<details>

<summary>Can I duplicate existing automations?</summary>

Check whether this option is available in your OutSmart version.

</details>

## Related topics

* Price management through automations
* Sales Funnel
* How To Create A Customer Portal
* [**OutSmart packages**](/marketplace-packages-and-power-ups/marketplace/outsmart-packages.md)


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