> 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/topicos/geral/tarefas/crm/crm-automacao-para-criar-tarefas-com-base-em-campos-personalizados.md).

# CRM - Automação para criar tarefas com Base em Campos Personalizados

Neste artigo você vai aprender a criar tarefas automáticas com base em informações armazenadas em campos personalizados.\
\
Imagine que você importou oportunidades com um campo de data preenchido, e deseja criar tarefas com base nesta data. Essa abordagem não apenas economiza tempo, eliminando a necessidade de atualizações manuais, mas também assegura que as tarefas sejam geradas com base em informações relevantes e contextuais.

Confira o passo a passo:

{% embed url="<https://youtu.be/Ah_Nv784gg0>" %}


---

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