Automating your workflow in Karbon

Jake LymanAccount Executive, 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. Jake 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 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

In one video, you'll gain 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.

Further resources

Download the presentation slides.

Jake Lyman
Account Executive, Karbon

Jake is passionate about helping guide teams toward more scalable and efficient processes through applying automation where it makes sense. If we give time back to your team, they can use it on things they value most.