Cassian Style’s Workflow Automation is one of the most powerful features of the platform, designed to save time and reduce human error by automating repetitive tasks.

• Customizable Triggers & Rules: You can set up triggers and rules to automate common processes. For instance, when a lead enters your CRM, you can automatically assign them to the appropriate sales representative, update their status, and send a welcome email. This reduces the amount of manual work required and ensures consistency across your processes.
• Task Automation: You can also automate task assignments, such as when a new project starts, tasks are automatically created and assigned to team members based on their roles or workload. This ensures no tasks are missed, and work is distributed evenly across the team.
• Email & Communication Automation: With Cassian Style, you can set up automated emails to be sent based on certain actions. For example, when a task is completed, an automatic notification can be sent to the client or team member. This keeps everyone informed and reduces the need for constant communication.
• Time-Saving: By automating repetitive tasks, your team can focus more on strategic, high-value activities. Workflow automation ensures that essential tasks are done on time, every time, without requiring manual input.