Automating your workflow in Karbon

Use Karbon to automate the low-value tasks, so you can focus on the high-value ones

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

In this webinar you’ll discover exactly how you can achieve this.

Chad will walk through several common processes from start to finish, and you’ll discover how you can use Karbon to do the work for you.

Register 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 session, 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.

If you can't join Chad live, register to receive a recording.

Chad Smith
Account Executive, Karbon

Chad's always had an interest in the power of software to the success of any business. When he's not guiding firms toward more scalable and efficient processes, he's playing either golf or softball.

Chad Smith's (Account Executive at Karbon) headshot