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Step 8: Set up an automated project

Step 8: Set up an automated project

Set up an automation on your project. Automatically send projects to your team and clients daily, weekly or monthly.
Chris Irwin avatar
Written by Chris Irwin. Updated over a week ago

Step 8: Setup an automated project (transcription)

1. From the home screen of your account, select a client.
2. Navigate to an existing Project, or create a new Project if you don't have any yet.
3. Click on Automations in the Builder menu on the right.
4. Complete the Recipients, Subject, From Email Address, and Message fields.
5. Set the Automation Date Range.
6. Set the Sending Time.
7. Set the Sending Frequency.
8. Click on Add Automation.

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