# Automation Flows - Create Task

In **SprintHub**, you can automate the creation of tasks directly from events related to **Leads or Contacts**, ensuring that important follow-up, sales, or relationship activities are not forgotten.

This feature is ideal for **organizing callbacks, delegating responsibilities to the sales team** and **standardizing processes**, such as calls, visits, or sending proposals.

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### 🔹 When to use?

* To ensure **follow-up on Leads or Contacts**.
* To **assign activities automatically** to the team responsible for the Lead.
* To standardize processes, such as calls, visits, sending proposals, or business contacts.

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### 🔹 Step by step to create a task in the Automation Flow

#### 1. Access Automation Flows

* Go to **Find Services → Analyze → Automation Flow**.
* Click **+ New Flow**.

#### 2. Flow Configuration

* **Name:** Define a name that represents the purpose of the flow (e.g.: “Follow-up Hot Leads”).
* **Segment:** Contacts from these segments will be automatically added to the flow, including Leads added later.
* **Access Permission:** Only the users and departments below will be able to access the flow. Leave empty to allow everyone.
* **Allow contacts to repeat the flow?**
  * Enabled: the Lead may go through the flow again.
  * Disabled: the Lead goes through the flow only once.

<figure><img src="/files/2ad1f8e9fcf0f3eb3c9c93392de594189d82f125" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/bba5c409da7ddf385a0adf50914f8be9506a4604" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/eb0188c7a4a40af36837288797ec7363e65ab9e6" alt=""><figcaption></figcaption></figure>

#### 3. Configure the Action → Create Task

Click **Open Builder** and fill in the fields using information from the Lead/Contact:

* **Board 🗂**\
  ➡️ Example: “Leads to Follow Up”\
  The board organizes tasks by sales or relationship area.
* **Stage 📊**\
  ➡️ Open: newly created task, awaiting action from the person responsible.\
  ➡️ Pending: task in progress, awaiting customer response.\
  ➡️ Custom: stages like “Awaiting Lead response” or “Escalated to sales manager.”
* **Task Title 🏷**\
  ➡️ Example: “Contact {{Lead Name}} – Lead #{{Lead ID}}”\
  Use dynamic Lead fields to facilitate identification.
* **Responsible 👤**\
  ➡️ Example: “Salesperson assigned to the Lead”\
  Automatically assigns to the person responsible defined on the Lead or by the sales team.
* **Description 🖊**\
  ➡️ Example: “Follow up with Lead {{Lead Name}} regarding the sent proposal. Confirm interest and record feedback.”\
  Should detail the required action.
* **Task Type 🔖**\
  ➡️ Example: “Follow-up Call”, “Send Proposal” or “Business Contact”
* **Priority 🚦**\
  ➡️ Example: “High” for hot Leads or short response deadlines.
* **Due Date ⏳**\
  ➡️ Example: “2 days after Lead creation”\
  Ensures the follow-up is within the sales SLA.
* **Participants 👥**\
  ➡️ Example: “Sales Team”\
  When more than one collaborator needs to follow the task.
* **Observers 👀**\
  ➡️ Example: “Commercial Coordinator”\
  For supervisors who monitor without editing.
* **Departments 🏢**\
  ➡️ Example: “Commercial” or “Pre-sales”\
  For cases that involve another department.
* **Attachments 📎**\
  ➡️ Example: “Sent proposal”, “Screenshot of the Lead's email”

{% embed url="<https://youtu.be/xfVMlxk_Xnw>" %}

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#### 4. Save and Activate the Flow

* Click **Yes** in “Published?”
* Activate the flow so that new occurrences automatically trigger the creation of the task for each Lead/Contact.

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### 🔹 Practical Example

**Objective:** Create an automatic task when a Lead advances to the stage **Proposal Sent**.

* **Trigger:** Lead enters the “Proposal Sent” stage.
* **Action:** Create task.
  * **Title:** “Follow up with {{Lead Name}}.”
  * **Description:** “Contact the Lead within 2 days to confirm receipt of the proposal and record feedback.”
  * **Responsible:** Salesperson assigned to the Lead.
  * **Deadline:** 2 days after trigger.
  * **Task Type:** Follow-up Call.

✅ **Result:** Whenever a Lead advances to this stage, SprintHub will automatically create the follow-up task, ensuring no contact is forgotten.


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