Automating your workflow in Karbon

Karbon is designed to leverage automation so you and your team can provide a higher quality service to your clients.

In this video, Jake will walk 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 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 Requests

• 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

In one video, get an insight into some of the most powerful ways you can automate more low-value admin tasks, using real-life examples and processes you carry out in your firm daily.