What Can You Do With This Automation?
Automatically assign tasks based on team member roles or mentions in text.
Reduce manual task distribution by utilizing AI for efficient workflow management.
Ensure tasks reach the right team members instantly, boosting overall productivity.
Minimize errors in task assignment, leading to better project execution.
Save time on administrative tasks and focus more on strategic work.
Use Cases For Task Delegation Automation
Project Management: Automatically distribute tasks to the appropriate team members based on predefined roles and expertise.
Sales and Marketing: Assign leads and follow-up tasks to the right sales and marketing personnel without manual intervention.
Customer Support: Allocate customer queries and support tickets to the correct representatives swiftly.
Human Resources: Distribute onboarding tasks, employee requests, and other HR duties efficiently across the department.
Software Development: Assign coding, testing, and documentation tasks to developers, QA engineers, and writers respectively.
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose a template or start from scratch.
Click "➕Add Trigger" and define the conditions.
Click "➕Add Action" and define the conditions.
Enable the toggle in the top-right corner to activate the automation.