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Miscellaneous

  • System User Quick Report Email

    Overview This documentation goes over the configuration of the System User Quick Report Email platform in Automation Agent. To create a new System User Quick Report Email automation, select the Automa...

  • Automation Agent - Platform Fact Sheet

    Automations created in SalesPad Desktop's Automation Lookup must choose a Platform when creating and scheduling an automated process in Automation Agent. This article contains a list of all currently-...

  • Automation Agent Email on Error

    Overview Starting with version 5.2.30 of SalesPad, Automation Agent can send an email whenever an error occurs in an automation. This feature makes it easier to spot errors in the automation process a...

  • Customer Quick Report Email

    Overview This documentation goes over the configuration of the Customer Quick Report Email platform in Automation Agent. To create a new Customer Quick Report Email automation, select the Automations ...

  • AutomationAgent

    Overview The AutomationAgent module provides an easy way for companies to automate repeatable tasks on a consistent schedule with minimal human intervention. These tasks can be already existing functi...