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All about Automations Manager
All about Automations Manager

Automate actions when certain processes run

Dom Yeadon avatar
Written by Dom Yeadon
Updated over 2 years ago

The Automations Manager (AMM) app is used by your recruitment teams to configure and manage automations that routinely carry out specified actions when certain processes run.

Whenever AMM runs the process that you have chosen, in the occurrences you have chosen, as long as your conditions are met, it will carry out the actions every time, without fail. This saves you from having to carry out these actions manually.

  • Process: whenever a Rapid Response web form is submitted

  • Occurrences: in both Domestic and International occurrences

  • Conditions: if the student's Postcode Area starts with "BA, BH etc..."

  • Actions: update the student's 'Responsible Team' field on their Record Card with "South Team".

How to access Automations Manager

Check with your User Admin to see if your university has got a subscription to this app:

  • If you have a subscription to this app, just ask your User Admin to add you as a user.

  • If you haven't got a subscription to this app, contact Customer Support and we will happily set you up a remote demo and answer any questions you and your team may have.

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