How to Automate a fork in your workflow with SmartSuite

Do you need an automation to help you navigate a forked path in your workflow? It may sound complicated to build an automation to work through different paths you may take, but thanks to SmartSuite it’s incredibly straightforward. So if you need help automating your workflow forks, then you’ll want to check this video out!

In this video, I’ll explain how you can build automations that are designed to navigate the forks in your workflow. You’ll see how to build an automation trigger that has conditional steps to help you automate your decisions. I’ll also show you how to build a failsafe step to prevent the automation from running multiple times.

In this video we’ll discuss:

• Why you may need a forked automation
• Categorizing Form Submissions
• Building the automation trigger
• Building the automated email
• Duplicating Automations
• Stopping an automation from occurring multiple times
• Testing forked automation

If you found this helpful and want to give it a try yourself, please use our links below! 👇

• SmartSuite

Plus, when you're ready to start automating in no-code, be sure to grab our free training here! 👇