How to Set Up Workflows
Автор: Doobert.com
Загружено: 2026-02-24
Просмотров: 6
Описание:
Looking to automate your case communication and follow-up process? In this tutorial, we walk you through how to set up Workflows in Doobert to streamline your organization’s case management.
You’ll learn how to create a new workflow from the Communication section, name and configure it, and choose from available step types such as Text, Email, Survey, Web Form, Time Delay, and Action. We also demonstrate how to build conditional logic based on survey responses, update case statuses, assign cases to specific users, set waiting periods, and archive cases automatically when needed.
Workflows help reduce manual work, standardize communication, and ensure consistent case handling across your team.
To learn more about how Doobert helps you help animals, visit www.doobert.com. If you have questions, email us at [email protected].
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