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workflow automation

Automation: Google Reviews

In this article, you will learn: Workflow Details Designing the workflow Clients can provide Google Reviews directly from the email How can you check the

Automation: Task, Reminders and Postcards

Considering the use case of workflow automation for Birthday and Client turning 65, the functionality for task, reminders and Thanks.io is discussed below. Similar functional

Cross Sales: Automation

In this article, you will learn: Workflow Details Designing the workflow Automation Cross-Sell- And/Or Policy Category Cross-Sell Automation for specific carriers This demo video provides