Automation is one of the most powerful tools a business can use to streamline their internal processes. In Agiloft, automation is driven by rules. Rules are used to fill in field values, set key renewal or expiration dates, send notifications to appropriate parties, and even to create and send out approvals.
Rules can run on a scheduled basis or can be triggered by specific actions or events in a table. For example, a rule could run every two days and send an email for each contract that expires in the next month. A rule could also run when an employee’s status changes to On Vacation and reassign all the in-progress records assigned to them.
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