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Automations

Set up automated workflows for follow-ups, reminders, and routine tasks.

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  • Introduction to Automations: Understand what automations are and how they can save you hours every week.
  • Top 10 Automations to Set Up First: The most impactful automations that every service business should implement.
  • Troubleshooting Automations: Fix common automation issues including triggers not firing and actions failing.
  • Automation Not Triggering - How to Fix Your Workflow: Troubleshoot automations that aren't running when they should in Local Business Pro. Common causes and solutions.
  • Why Is My Automation Sending Duplicate Notifications?: Fix duplicate notifications and messages from automations in Local Business Pro by checking triggers and conditions.
  • How to Create Your First Automated Workflow: Step-by-step guide to creating your first automation in Local Business Pro using the Flow Builder.
  • Step-by-Step: Setting Up Appointment Notification Automations: Create an automation that notifies you when customers book appointments through your AI in Local Business Pro.
  • How to Use Automation Templates to Save Time: Start with pre-built automation templates in Local Business Pro instead of building from scratch.
  • Automation Actions Failing? Common Causes and Solutions: Troubleshoot failed automation actions in Local Business Pro by checking configurations and permissions.
  • How to Create Conditional Logic in Automation Workflows: Add if/then logic to your automations in Local Business Pro so different conditions trigger different actions.
  • Best Practices for Naming and Organizing Automations: Organize your automations in Local Business Pro with clear naming conventions so you can find and manage them easily.
  • How to Test Automations Before Enabling Them: Test your automation workflows in Local Business Pro to verify they work correctly before going live.
  • Cannot Enable Automation? Check Configuration Requirements: Fix issues preventing you from enabling automations in Local Business Pro by completing required configuration.
  • Automating the Estimate-to-Job-to-Invoice Workflow: Streamline your quote-to-cash process with automated workflows in Local Business Pro.
  • Setting Up Automated Appointment Reminders: Create automatic reminder sequences for upcoming appointments in Local Business Pro.