How to get started with automation: automate workflows for streamlined processes
The goal of this section, and the four examples we're going to build, is really to help you understand in a practical sense what no-code is and to guide you step-by-step how to build workflows.
We'll start with the first example, the most simple workflow, of assigning an incoming lead to a user. Then, we'll start adding layers of complexity and end with a complete email automation system in noCRM.
Choose an automation platform
In the coming workflow examples, we'll illustrate how to do it with both platforms and each time in two different ways. It's your decision to choose the platform you prefer. You can read our advice here.
Note: We will be continuously creating more and more complex workflows to share.