Designed for users with some experience, this intermediate session dives into creating customizable workflows and automating repetitive tasks. 

Discover how to leverage templates and automations to enhance efficiency and deliver an exceptional client experience.

Learn from our certified TaxDome consultants Jamie Gruol (Workflows For Tax Pros) & Carlos Garcia (ExceedSales) what you should pay special attention to and how building your pipelines will affect your business.

Key steps and explanations:

• Building pipelines - These are the main points you want to keep in mind when building pipelines:

• Create stages for each step or phase of your process - if there are multiple actions that can be done simultaneously, group them into one stage

• Add automations to your stages (most automation types require templates, so create or copy them)

• Identify bottlenecks in your process and use automations to fix them

• Speed up your processes by automatically completing repetitive tasks through your pipeline settings.

• Create templates for the needed elements (tasks, emails, proposals, etc.)

• Open the pipeline settings and use the add/edit automation button

• Select the type of automation you want to add and then select the template

• Add important automations to each stage of your process to ensure a smooth workflow

• After creating your pipeline, you need to add your clients(jobs) to it to track your progress. Your clients will enter the pipeline as jobs, and those jobs will move through the pipeline stages. There are several ways to add jobs:

• Open the NEW menu and select Job

• Alternatively, open the pipeline or jobs page and use the Add Job button

Session recap:

• Check out the FAQ about workflows
• Learn more about our template marketplace.
• Read more about the various types of automations and how they’re used.
• See how to create jobs to test your new pipelines.