How to Automate Your Estimate Workflow with Triggers and Actions
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Join Tina in this episode as she walks you through automating the estimate process using triggers, actions, and templates. Learn how to set up templates and workflows for estimates that will streamline your tasks, reduce workload, and ensure consistency. Follow the step-by-step guide to create triggers based on estimate status or value, and see how to implement corresponding actions seamlessly. Perfect for enhancing your efficiency and professionalism.
00:00 Introduction to Estimate Automation
00:36 Creating Estimate Templates
02:08 Setting Up Workflow Triggers
02:54 Configuring Workflow Actions
04:23 Advanced Automation Scenarios
06:22 Cloning and Managing Estimates
06:41 Conclusion and Next Steps