In an era where time is of the essence, we know how important it is to streamline your operations and enhance productivity.
One solution is the implementation of Curate's automated workflows! This article explores the crucial role our automated workflows play in fostering efficiency and driving success for your business.
You'll find your Workflows in Settings > Workflows.
Workflow Breakdown
Let's dive into each of the existing automated workflows within your Curate account, together!
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1. Payment Reminder Workflow
1. Payment Reminder Workflow
This workflow sends off an automated payment reminder set to the day of your choosing! You may edit this payment reminder message by clicking on the edit button on the right hand side of this workflow.
*Note: This will only send for payments that have not been marked as paid in events that are marked as "Booked".
2. Marking Events As Booked Workflow
2. Marking Events As Booked Workflow
This workflow will automatically change your event stage to Booked based on the criteria of your choosing.
3. Update the Proposal Status to 'Proposal Sent' Workflow
3. Update the Proposal Status to 'Proposal Sent' Workflow
This workflow will automatically move your proposal from the Inquiry stage to the Proposal Sent stage as soon as you email that proposal to your client from within Curate.
4. Automatically Countersign Proposals Workflow
4. Automatically Countersign Proposals Workflow
This workflow will automatically sign your name on the company signature box when certain criteria of your choosing is triggered.
5. Archiving An Event Workflow
5. Archiving An Event Workflow
This workflow will automatically move your proposals into an archived folder after a set amount of days of your choosing. This is extremely helpful in making sure your main events page is cleaned up and past proposals no longer take up valuable screen space.
*Note: You may always reference back to your archived folder or unarchive events at any time.
6. Marking A Booked Event As Completed Workflow
6. Marking A Booked Event As Completed Workflow
This workflow will automatically mark a Booked event as Completed when certain criteria is triggered.
7. Enable Payments Workflow
7. Enable Payments Workflow
This workflow will enable payments to be accepted once a contract is signed by your client. You'll want to make sure payments are turned OFF on a proposal first for this workflow to properly run.
Watch this short video that guides you through how to turn off payments on a proposal.
Reach out in chat if you need further guidance regarding your Curate workflows!
We're here to support you.