What is Unlimited Automations?

Understand what Unlimited Automations is, when you need it, and how it works in OutSmart.

OutSmart automations help teams with routine tasks such as planning, notifications, and data processing.

This lowers the chance of errors.

It also saves time in daily processes.

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.

How it works

Automations work across modules.

Events from Work Orders, Customer Portal, CRM+, Invoices, Quotations, and Contracts come together in one central place.

You manage everything through Settings → General → Automation.

Add a screenshot here of Settings → General → Automation with an empty overview.

When do you choose Unlimited Automations?

Choose this if you:

• want to automate more than two processes
• use multiple modules at the same time
• want to replace manual work with fixed flows

Frequently asked questions

Do I need Unlimited Automations?

Yes, if you want to automate more than two recurring processes. Then Maximize or the Automations unlimited Power-Up is a logical next step.

Do automations also work for Customer Portal and CRM+?

Yes. All modules for which you have licenses can provide events that start an automation.

Do I need technical knowledge?

No. You set up automations through a visual menu. No coding is needed.

Related topics

• Activate Unlimited Automations
• Create a new automation in OutSmart
• OutSmart packages