Automation Flows - Action: Execute task with Copilot
At SprintHub, you automate Copilot (AI) tasks to generate tokens that can be used in different system actions — from sending text messages to emails and other processes. With artificial intelligence, you gain agility, optimize your time, and make the management of your operations easier.
This action is included in SAC 360º Automations, CRM and in the Chatbot
To create and run your flow, follow these steps:
Create the Automation Flow:
Go to Automation Flows through “Find Services”. Or just type the name, and the function appears.
To create, click “+ New”.
Configure and Create:
Enter a Name: Give a descriptive name for your flow.
Enter a description: detail of what will happen in the flow.
Configure a Segment: Choose one of your preference.
Category: Choose one of your preference. This is optional
Allow leads to restart the flow?: It depends on your strategy.
If set to “YES”, it will go through the flow more than once.
Click on “Open Builder”, to create the flow with your actions and conditions.
Building the Flow:
Save the Automation Flow:
After making the necessary creations and changes. Save your Flow and publish.
Published: By selecting "YES", the flow will start working immediately.
Next, you will be able to view the statistics and the Leads that went through the flow.
And the notification result can already be viewed:
CONCLUSION:
Automating with SprintHub's Copilot means saving time, avoiding manual errors, and making your operations much smarter and more efficient. It's more convenience in day-to-day tasks and more focus on the strategies that truly make a difference.
