#Workflow automations

Workflow: how to leverage automation to manage internal processes

January 17, 2024 · 42.9 min

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Discover how to manage your processes, enhance efficiency and track the progress of your work by automating most of your repetitive tasks.

After this webinar, you’ll be equipped to perform these actions automatically:

Track your progress with pipelines

Speed up requesting documents and sending messages and invoices

Share access and assign team members to jobs and pipelines

Handouts: https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/Handouts_Workflow+Webinar+TaxDome.pdf

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