Category

Robots

Robot Examples

By Manager Application, Robots
Title 100% Back See All Robots Articles Robot Examples What are some common robots to get your started To illustrate how to refine the amount of records actioned, here are some examples of ways to narrow down Filtering Criteria within a Robot. Attention: Examples in this article are intended to...
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Robot Strategy

By Manager Application, Robots
Title 80% Back See All Robot Articles Next Robot Strategy How to manage multiple robots Before creating your own Robots, it is important to map out your Play and Robot process. Start by identifying the following areas: Evaluation points and qualification criteria to prioritize the best records When records will...
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Robot Filtering

By Manager Application, Robots
Title 40% Back See All Robots Articles Next Robot Filtering How to set Robot Filtering Criteria The Robot Filter Criteria identifies the records each Robot will action. This is very important because if you don’t filter enough, you could flood the user’s Playbooks with more records than they could possibly...
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Introduction to Robots

By Manager Application, Robots
Title 20% See All Robots Articles Next Introduction to Robots How robots enhance Playbooks and interact with your CRM Robots are powerful tools that help Playbooks users, managers, and administrators automate common administrative tasks in Playbooks and your CRM. Robots interact with your CRM to search for records that meet...
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