Now, we are able to start every week with a fully stocked store and happy customers! We customized the automation to notify the entire Sales Team every Monday morning at 9am with the message "Reminder to restock shelves!". We found that our sales team was forgetting to restock the shelves in our stores at the beginning of every week, and we don't want our customers to see empty shelves! To fix this problem, we've added this automation recipe: Now, every morning at 10am, a brand new item titled "Daily meeting" will be automatically created for us to ensure it never goes amiss! To ensure that we have a new item for our daily meeting every day, we set up the below automation. In this case, we have a meeting every single day which we need to make sure is constantly added to our board in time. In our soap company example, we manage the below scheduling board to stay on track of all our daily assignments. Similarly, if you have a single item (or task) that needs to be repeated every so often, you can use a recurring automation to instantly create it according to your desired cadence!
Using this automation, we no longer have to remember to create a new group at the start of each month, as will do it automatically for us. Now, just customize the recipe as we've done below! You can choose how often a new group is created, it's name, and at exactly what time it will be created! From there, create an automation that reads "Every time period, then create a group": To do this, start by clicking into the Automations Center and into the custom automation builder. To make a new group instantly gets created every month, we used a recurring automation. Since the groups on our board represent each month of orders, we need to create a new group at the beginning of each new month. Every time a store needs to restock a product, they request the product and quantity using this board, and then we can tally up the numbers at the end of the month to see how much we should be producing back at the factory! In this article, we'll share a few tips and tricks to create recurring tasks to make your workflow smoother! 🤩Īt our small soap making company, we use the below board to keep track of all of our store's inventory orders throughout each month. That often means that on, we repeat certain actions, use the same notifications, board structure, groups, or even items for a lot of our projects! While we may always be innovating and growing at our workplace, sometimes our workflow still follows certain patterns or repetitions.
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