You can easily add automations to your proposal to help streamline your workflow.

Check out this short video to get started, or learn more down below.

To add an automation to your proposal, click the 'New automation' button when creating your proposal.

Next, select the event that will trigger your automation to start.

Then, select and set up the action that will be sent when your automation is triggered.

Note: the 'Create artifact' action will create a draft artifact once the event has been triggered. It's not possible to attach an already drafted artifact to the automation.

Looking for more automation? Check out the Zapier integration 💎 to take your automations to the next level.