Custom Workflows in Airdesk

Automation empowers you to focus on the work that matters, removing the need to perform manual, repetitive tasks by allowing your teams to automate their processes and workflows. With our simple rule builder, you can configure powerful automation rules to handle even the most complex scenarios.

This guide will outline the key concepts you need to know to get started, help you set up your first automation rule, and outline common use case rules you can edit and apply to your team’s processes.

Automation is only available to users with Owner or Administrator permission.

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