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).

Updated on: 11/07/2022