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Automations / workflows
Automate repetitive admin tasks by setting up rules that auto-assign, move stages, and notify your team when certain conditions are met.
Automations and workflows are important because they help you avoid repetitive admin tasks that slow you down. Instead of manually assigning tasks, moving items between stages, or sending notifications, you can set up rules that do this work for you when certain conditions are met. This means you spend less time on routine steps and more time on work that matters.
With this feature, you can automatically assign tasks to the right people, move items through different stages of your process, and notify team members when something needs their attention. For example, if a task in your Performance Hub reaches a certain stage, it can be auto-assigned to the next team member and a notification can be sent outβno manual steps needed.
This makes your workflow smoother and helps your team stay on track without missing important updates. You can also customize these automations to fit your exact needs, choosing which actions happen and when, so the system adapts to your way of working.
Automations / workflows
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