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Platform / Automations

Give recurring work a routine.

Set up repeatable workflows for the work that comes around again. Keep triggers, permissions and human checkpoints clear.

See Automations in action
  1. 01Trigger
  2. 02Scoped work
  3. 03Review & follow-through
Automations

Keep the useful
context close.

  • Define a schedule or supported trigger
  • Limit each workflow to the access it needs
  • Review activity and keep consequential actions under supervision

“What can we prepare before the team starts its day?”

Use enabled workflows to organise repeatable work, with clear limits and review steps. Available actions depend on your deployment.

Keep the work connected.

CRMPlansHanna Docs & Files
A MORE CONNECTED DAY

Let’s make room for
the work that matters.

Take a guided look at Hanna, from the first client question to the next step.

See Hanna in action