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Articles on automation in Naffes CRM: building workflows, choosing their triggers and actions, and testing them, step by step.
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- Build and activate a workflow in Naffes CRMCreate a workflow in Naffes CRM: pick a trigger, add steps, gates and waits, save, run a dry test, then watch the run history or pause it.
- Add AI summary and classification steps to a workflowUse the AI summary and AI classification steps in Naffes CRM workflows to write summaries into a field or label messages, and test prompts for free.
- Send a WhatsApp template automatically from a workflowFire an approved WhatsApp template from a Naffes CRM workflow when a deal moves or a contact is created, with variables filled from the record.