Practical Business Cases
for Using Automation Rules
in Your Teams' Daily Tasks

Discover how automation rules can streamline routine tasks, enhance team productivity, and reduce manual work, empowering your team to focus on high-impact activities.

Use Case #1:

Automation for Assigning Hourly Rates

This automation rule is designed for service-first businesses that bill clients based on an assigned professional’s hourly rate model. It ensures accurate billing by automatically applying the assigned professional’s hourly rate to each new task created in your system. Additionally, the same rule can be used to fill in the internal cost per hour field. The rule is triggered whenever a new task is assigned, streamlining your workflow and ensuring consistency in cost management.

More Automations

Browse All Automations