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  1. Cin7 Core
  2. Reports and automation
  3. Automation

Automation

  • Introduction to Automation
  • Using the Automation Module
  • Report Scheduling
  • Data Backup
  • Mailing Lists
  • Reminders
  • View and Manage Tasks
  • Tasks Module: Using Notifications & Tasks to Create Workflows
  • Notifications
  • Workflow automation overview
  • Workflow automation events
  • Example workflow automations
  • Attaching a Document to an Email Template Used in a Workflow
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