Automating your workflow in Karbon

Scott GerdzunasAdvisor, Karbon
 

Karbon is jam-packed with features and functionality designed to automate common, time-consuming tasks so that your team can provide a higher quality service to clients.

In this video, you’ll discover exactly how you can achieve this. Scott walks through several common processes from start to finish. You’ll discover how you can use Karbon to do the work for you, provide an accurate reflection of where your workflow is up to, and keep everyone on your team on the same page.

Watch this video to learn how you can:

  • Create Automators to trigger updates to statuses, due dates and assignees of any work item or task

  • Standardize your processes with super-powered Templates

  • Bring clients into your workflow using Client Tasks

  • Use Auto-Reminders to handle the entire client chase for you

  • Schedule recurring work creation for your clients

  • Create customized dashboards to get a visual snapshot of workflows across your team

Learn the most powerful ways you can use automation with real-life examples, so your team can provide a higher quality service to your clients.

Further resources

Download the presentation slides.

Scott Gerdzunas
Advisor, Karbon

Scott’s #1 priority is to help practices like yours grow and, more importantly, scale, with the enhanced visibility, standardization, collaboration and automation that Karbon offers its users. During his five year tenure at Karbon thus far, he’s helped hundreds of practices transition onto Karbon to achieve greater productivity and profitability.