Step-by-Step Walkthrough
6 minLesson 1 of 3
Build a simple but useful automation together.
Let's build a real automation together—a follow-up reminder for new estimates.
Key Takeaways
- Navigating the automation builder
- Selecting triggers
- Configuring actions
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Bizzy Can Do This For You
Instead of navigating manually, just tell Bizzy:
"Hey Bizzy, create an automation that sends a follow-up email 3 days after an estimate"Or navigate to: Automations → Create New