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Can I Automate Tasks In the Clio Grow Workflow Template?

Objective:

  • Have the ability to automate items within the Clio Grow Workflow

Environment:

  • Clio Grow

Additional Information:

  • For more information on Clio Grow Workflows and Workflow Templates, please click here.
  • Email Campaigns are automated

Answer:

  • No. This currently is not a feature in Clio. The only automation within the Clio Grow workflow is Email Campaigns.

 

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