Brittney
automations have several limitations which negate the benefit of having them. Examples include;
  1. Some starting conditions (i.e. when an invoice is paid in full) do not allow you to drill down into further qualifications (i.e. job type). The automations have limited condition allotments, and they're not the same across all automation types.
  2. When using multiple conditions (i.e. only if client tag IS NOT, and IS NOT...) workiz is unable to see all of them, you have to create individual lines for each one.
3- Unable to CC multiple team members on automations (you have to create a new one if you want more than one people notified, which is painful b/c we are only allowed a limited # of automations)
4- Limiting the # of automations available to me as a user- I've never seen this done in a software before. On the highest paid level plan- what is the reasoning behind this? Unlimited users should have unlimited automations.
5- If you update an automation to send to a different person, the automation will continue sending to the wrong person unless you de-activate/re-active it or delete & recreate.
6- Inability to group automations, making it difficult to work through them (i.e. I'd like all of my AR automations together so I can work through the whole automation flow to ensure the follow ups to Clients make sense)
7- Inability to do mass communication (i.e. text ALL clients with X tag [promo])
8- Inability to do "OR" / "AND" conditions (i.e. If a job has a status of "approved" OR "won"...) another example would be "when a lead is created AND has a status of New...) again problematic due to arbitrary automation limitations on # of automations allowed per account.
9- Inability to automate reports (i.e. when a monthly performance pay report is created for [user], send email to X)
10- No automations starting with When "A Client..."
11- Cannot add time frames (i.e. When a job is "in progress" for 30 days...." OR "when a lead is "new" for 48 hours...)
These are a few off the top of my head, will try to update with more as I remember/they arise