How do I add new automations

Learn how to find and manage your automations in Oviond with this step-by-step guide. Streamline your workflows and improve efficiency with ease.

Introduction

This article explains how to locate and manage your automations in Oviond. Automations help streamline your workflows and improve efficiency by automating repetitive tasks.

Step-by-Step Instructions

  1. Navigate to Oviond's login page and enter your credentials

  2. To Add New Automations

    • Select the client.

    • Select the project within their folder you would like to add an automation to.

    • From the Project Workspace Viewer, click 'Edit' at the top right-hand side of the screen.

    • This will take you to the Project Workspace Editor, where you can find the automation button in the action sidebar menu on the right-hand side.

    • Here, you can add a new automation.

Manage All Automations

  • To manage all automations, go to Account Settings.

  • Navigate to Manage Automations.

  • Here, you can see an overview of all automations and their details.

Additional Information

  • Tip: Regularly review your automations to ensure they are running correctly and efficiently. Make adjustments as needed to optimize performance.

Summary

By following these steps, you can easily locate and manage your automations in Oviond, helping to streamline your workflows and enhance productivity.

Related Resources

Part 11: Saving Time with Automations

Discover how to set up automations in Oviond. Learn to automate report deliveries, customize settings, and enhance client communication efficiently.

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