Create your criteria and automate your daily processes within seconds.
Triggering an automation rule is easy. No code or scripting is required within RoboHead. You might think Automation feels like magic, but any marketing team can make it happen.
RoboHead comes with endless use cases to help teams of every size work smarter, not harder.
Templatize Daily Routines
Identify the kind of projects your team tackles most often, and create customized templates that automatically work for you.
For example, each time you start a new project, you can simply duplicate a past one without losing any of the key components like task dependencies, task duration, assignees, or reports.
Quickly create structure and effectiveness
• Daily work: Automate repetitive processes by customizing notifications and creating automated updates to project task, and Review status updates (such as “on hold” or “in progress”).
• Creative Reviews: Reduce the bottlenecks with powerful automation for creating sequential reviews and creative review templates.
• Individual Accounts: Empower contact users to automate their own workflows by combining multiple actions and conditional paths in our intuitive interface.
• Project Surveys: Custom project surveys can be sent to clients upon project completion for feedback and team recognition in the form of Kudos.
Workflow Automation – Three Key Takeaways:
First, detail. With the right questions, marketing doesn’t need to go back and forth to determine project details because consistent information is being submitted.
Second, control. Because project requests go to a central approval dashboard, your team can approve, delay, or deny projects based on their workload at the time.
Third, expectations. With features like lead times built into the request forms, your team can set expectations to your clients on when work can be completed.
Get Powerful Results With Workflow Automation
Find related articles on the RoboHead blog and learn more about automating your efforts and why PM tools are essential.
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Automation — It makes a difference
Let the “robots” do the work so your team can focus on the task at hand. RoboHead’s built-in automation reduces the number of tedious tasks (and clicks) within your account by harnessing the power of automation across your entire team.
Get in touch with the RoboHead team and see how you can save time and deliver value faster by automating your work.
Don’t just take our word for it.
Creative & marketing organizations around the world turn to RoboHead to bring their teams together to produce high-quality campaigns. Discover what our clients and past users have to say about RoboHead on the 4 top trusted review sites for project management software. *RoboHead is highly rated in Project and Resource Management as rated by Software Advice’s 2021 FrontRunner Report and G2’s 2021 Winter, Spring, and Summer Grid Report.