> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/tasks/sac-360o/sac-360-automation-create-a-task.md).

# SAC 360° Automation - Create a task

In **SprintHub**, you can automate the creation of tasks related to support cases in **SAC 360º**. This practice helps your team keep the workflow organized and ensures that no activity is forgotten.

### 🚀 Creating an Automation

1️⃣ **Access SAC 360º**

* Go to the **Find Services** and select **SAC 360º**.
* If you prefer, just type the name in the search 🔎.

2️⃣ **Go to Automations**

* Click on **Automations**.
* Then, select **+ New Automation**.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FWa4QFiPLxVOjCFUDTv4w%2Fimage.png?alt=media&amp;token=87e1f22d-b380-4707-bbb8-2abe8bceb27d" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F3htcmMXShM1PfFhBqyLb%2Fimage.png?alt=media&amp;token=32816bba-d7c6-4e24-956b-d2f5ea13e246" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FZMA0oaFEdbvNhrCOLV5F%2Fimage.png?alt=media&amp;token=26fddfd1-b3aa-4646-b7ee-39175af2407f" alt=""><figcaption></figcaption></figure>

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#### Configure and Save <a href="#configurar-e-salvar" id="configurar-e-salvar"></a>

* **Title:** ✍️ Example: *“Create call task after status update”* ➡️ Use a clear title to identify the automation.
* **Trigger:** 🔔 Example: *“An opportunity field is updated”* ➡️ Defines **when** the automation should happen.
* **Condition:** ✅ Example: *“The opportunity status is Proposal Sent”* ➡️ Defines **in which situation** the action will be executed.
* **Action:** 📌 Choose **Create task**.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F1wavZpxQjjjDeJC5UqtZ%2Fimage.png?alt=media&amp;token=fd52991d-a170-4edb-a581-61d06fe806ad" alt=""><figcaption></figcaption></figure>

### ⚙️ Task Setup according to Support Case in SAC 360º

When creating the automation in the **SAC 360º**, the task can inherit or be configured according to the case data. See how each field can be adjusted:

* **Board 🗂**\
  ➡️ Example: *“SAC Cases”*\
  The board can be specific for monitoring support and service tasks.
* **Stage 📊**\
  ➡️ *Open*: case received, awaiting initial action.\
  ➡️ *Pending*: case in progress, awaiting customer response.\
  ➡️ *Custom*: steps such as *Waiting for a response*, *Escalated to another department*, etc.
* **Task Title 🏷**\
  ➡️ Example: *“Follow up with customer João Silva – Protocol #1234”*\
  Use case information to make identification easier.
* **Responsible 👤**\
  ➡️ Example: *“Responsible agent for the protocol”*\
  Assigns it to whoever received or is handling the case.
* **Description 🖊**\
  ➡️ Example: *“Customer reported issues on the invoice. Check with Finance and get back by tomorrow.”*\
  It should detail what needs to be resolved.
* **Task Type 🔖**\
  ➡️ Example: *“SAC Follow-up”* or *“Escalation”*\
  Classify according to the nature of the case.
* **Priority 🚦**\
  ➡️ Example: *“High”* for urgent complaints or legal response deadlines.
* **Due Date (in days) ⏳**\
  ➡️ Example: *“1 day after the protocol is opened”*\
  Useful for ensuring service SLAs.
* **Participants 👥**\
  ➡️ Example: *“Technical Support Team”*\
  If the case requires involvement from more than one person.
* **Observers 👀**\
  ➡️ Example: *“SAC Coordinator”*\
  For supervisors who monitor without editing.
* **Departments 🏢**\
  ➡️ Example: *“Finance” or “Legal”*\
  Used when the handling depends on another department.
* **Attachments 📎**\
  ➡️ Example: *“Error screenshot sent by the customer”* or *“Call recording”*.

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

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### 💾 Saving and Running

1️⃣ **Save the Automation**\
After configuring all fields, click on **Save**.

2️⃣ **Run the Automation**\
Click **play ▶️** to start execution.

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✅ Done! Your automation is configured and working in SAC 360º, ensuring that all activities are recorded automatically and your team gains more productivity.