Rise above your peers with advanced automation features that drive behaviors that drive financial results.
Automations are specific to Projects and can be built on the Automations tab under your settings for either your organization, or your personal preference. Triggers When building a new automation, you will need a select a trigger (when this h ...
It's hard to negotiate when staying on top of your deals is nearly impossible. Automations can be created to use any Date field in undrift as a checkpoint. Target Contract Date (TCD) is a standard field in undrift, so let's build a reminder to updat ...
Automations should work for your procurement process to simplify special rules and dependencies so you can run on auto-pilot. Different agreement types likely require different approval flows or call outs in your content. Let's create a special automation ...