Automation Overview

InvestGlass Automation aims to make the entire process of running a business easy for you! Instead of asking your users to perform every step of a business process, automate them. The benefits are two-fold: your users can spend their time on other tasks, and you know the process is always completed on time.

What can you automate?

InvestGlass provides two tools to automate your organization's repetitive business processes: Approval processes and automation workflows.

Approval processes?

Approvals enhance automation by allowing you to specify a sequence of steps required for approval of a record.

Automation workflows?

A workflow automates standard internal procedures and processes to save time in your organization. A workflow rule is the main container of a set of workflow instructions. These instructions can always be summarized in an if/then conditional instruction (logical operators).