Edit automations with ease

Simplified automation system for streamlined business processes, including coaching, sales, and client management.

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Step 1. Understand the Automation Structure

Familiarize yourself with the three main categories: Coaching, Sales, and Adjust.

Step 2. Review Pre-Built Automations

Explore the pre-built automations in the Coaching and Sales folders.

Step 3. Customize Automations

Focus on the "Adjust" folder, which contains automations that require specific tweaks and adjustments.

Step 4. Follow Video Tutorials

Refer to the provided videos to understand the exact steps for editing and customizing automations.

Step 5. Implement and Refine

Apply the customized automations to your business processes, and continue to refine them as needed.