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How does the automation work?

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The automation feature helps you save significant time by automating processes and prevent you from dealing with creating and sending tasks manually. Instead of creating tasks to be sent to your multiple business partners on an individual basis, you can use automation and let it do it for you.

Note:

To be able to get benefit from the automation, your company needs to hold a Custom Plan subscription and you need to be given permissions to use the Custom Plan by the plan subscriber.

 

You can implement automation in two main types:

  • For company related task types
  • For product related task types

Company related automation

 

Select the company group

  • To start with implementing automation to a company group, firstly you need to go to Supplier Groups and to pick a group from the list.

company_group.png

 

Select automation type

After selecting the company group, you can now select the automation type that you prefer to implement. ecratum allows you to implement automation for company group in four categories:

  • Document tasks
  • Agreement tasks
  • Questionnaire tasks
  • Contact tasks
  • Click on the New Automation button and choose an automation type out of listed options.

select_automation_type.png

 

Implement automation

  • After choosing an automation type, you will be taken to the view particular for that chosen automation type.

E.g. If you click on Automate Document, you will have a list of document types that you can mark the ones that you want to automate. If the Automate Agreement button is clicked on, you will have your agreement templates listed.

 

Hint:

You can get detailed information about how you can automate document tasks by reading this article: How can I use Supplier Documentation?

 

  • Press the Create Automation button after selecting preferred documents/agreements/questionnaires/contacts, depending on the automation type that you use.

select_automation.png

  • The automation is now created and the automated tasks are sent to the chosen company group.

automation_created.png

Note:

If you implement automation to a company group, anytime a new company is added to that specific group, the automated tasks will be sent to the newly added company. ecratum helps you save time and work efficiently with your business partners.

Product-related automation

Read this article to learn about how to implement automation to product document tasks.

 

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