Podio

Workflows Automation

January 29, 2024

Contributed by:

P P

Workflow Automation is an advanced automation tool available on all Podio Premium organizations.

You can automate key tasks and set up triggers for essential time-sensitive actions. It is so comprehensive that you are able to turn Podio into a much more sophisticated and dynamic business management system.

Key Workflow Automation features:

Workflow builder
Date triggers
Generate a PDF document
Send emails
Send SMS texts
3rd party integrations to ShareFile and RightSignature
Embed Podio content to websites
Image charts
Data feeds

To get started simply go to Workflow Automation website, click “Login” in the upper right, and login with your Podio credentials.

Note:

only the contract owner for your organization will have access initially.

If you are the contract owner, you can add additional users after logging in via the “Account” page at the top of the Workflow Automation website. From there, find the “Additional Users” section, and add members from there.

Additional Users

Each user you add here will have access to add and edit your company’s automated flows in any workspace where they are listed as an administrator.

Need help with Workflow Automation?

Check out the Top 10 Best Practices for Podio Workflow Automation and the Workflow Automation help documentation. If you can’t find the answer to your question submit a ticket.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Workflows Automation

January 29, 2024

Contributed by:

P P

January 29, 2024

Contributed by:

P P

Workflows Automation

Need help with Workflow Automation?

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