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Automations
Automate repetitive tasks like sending emails or updating deal stages.
Advanced conditions and branching
How to build automations that make decisions, not just run in a straight line. Apex only.
Automation builder overview
How triggers and actions work in BizOS, and what is included on every plan.
Building your first automation
A walkthrough of creating a simple automation from a trigger to a finished action.
Common automation recipes
A few practical automations worth setting up in your account.