Automations
Package: BASIC
1. General
Info
Automations offer the following advantages:
- Time savings: Routine tasks are performed automatically, freeing up time for more important activities.
- Error reduction: By automating recurring processes, human errors are minimized.
- Consistency: Automated processes ensure consistent execution of tasks without deviations.
- Scalability: As the company grows, automations can be easily scaled without requiring proportional increases in manual labor.
- Faster response times: Automations can respond immediately to triggers, allowing for faster processing times compared to manual processes.
- Improved compliance: By automating compliance requirements, legal guidelines can be adhered to more consistently.
- Resource efficiency: Employees can focus on higher-value tasks while automations take over the routine work.
- Real-time monitoring: Automations can monitor processes in real time and trigger immediate responses when certain conditions are met.
- Flexibility: Automations can be customized to specific business requirements and changed when necessary.
- Integration capability: Automations can easily integrate different systems and applications, improving collaboration between various tools.
Overall, automations in brainX contribute to increasing efficiency and productivity while reducing operational costs and increasing user satisfaction.
Automations in brainX work according to the principle: "If event X occurs under condition Y, then execute action Z."
Example - Automation for quota billing
2. Permissions
Access to automations can be configured via the permissions in the user administration. The following access levels are available:
- No access → the user cannot see, edit, or execute automations
- Read-only → the user can view automations but cannot edit or execute them
- Create/Edit → the user can create and edit automations
- Full access (incl. delete) → the user has full access, including the ability to delete automations
Note
Users with the "Admin" role have full access to all automations by default.
3. Contents of This Documentation
The documentation on automations is divided into the following subpages:
| Page | Description |
|---|---|
| List View | Overview of all automations and available actions in list view |
| Create & Editor | Creating a new automation and the automation editor |
| Triggers | Configuration of the trigger (event) that starts an automation |
| Conditions | Configuration of conditions that must be met for an automation to run |
| Actions | Configuration of actions that are executed when a trigger fires and conditions are met |
| Configure Workspace | Configuration of complex field values using the workspace |
| Notes & Tips | Important notes and practical tips for working with automations |
| Preconfigured Automations | Overview of all automations pre-configured in brainX |
| Examples | Practical examples of automations |
4. Video-Tutorials
Note
The following videos are available in German only.
Video-Tutorial
Nie wieder Stunden verschwenden: So funktioniert brainX Automation wirklich (Deep Dive)
Video-Tutorial
Die wichtigsten Datensatz-Auslöser in brainX erklärt – mit Spezialaktionen (Deep Dive)
Video-Tutorial
Wenn der Standard-Auslöser nicht reicht: Externe Auslöser & Faktura-Positionen im Detail (Deep Dive)
Video-Tutorial
brainX Automation – Neukundenprozess mit DocuSign | Deep Dive Part 4
Video-Tutorial