🤖 Task Delegation Automation

What Can You Do With This Automation?

• Automatically assign tasks based on team member roles or mentions in text.
• Reduce manual task distribution by utilizing AI for efficient workflow management.
• Ensure tasks reach the right team members instantly, boosting overall productivity.
• Minimize errors in task assignment, leading to better project execution.
• Save time on administrative tasks and focus more on strategic work.

Use Cases For Task Delegation Automation

• Project Management: Automatically distribute tasks to the appropriate team members based on predefined roles and expertise.
• Sales and Marketing: Assign leads and follow-up tasks to the right sales and marketing personnel without manual intervention.
• Customer Support: Allocate customer queries and support tickets to the correct representatives swiftly.
• Human Resources: Distribute onboarding tasks, employee requests, and other HR duties efficiently across the department.
• Software Development: Assign coding, testing, and documentation tasks to developers, QA engineers, and writers respectively.

How To Use This Automation

1. Go to the “Automations” tab in your workspace.
2. Click ➕Add automation ➡ choose a template or start from scratch.
3. Click “➕Add Trigger” and define the conditions.
4. Click “➕Add Action” and define the conditions.
5. Enable the toggle in the top-right corner to activate the automation.