MatterFirst Academy

Workflows & Automation

Build workflows, create automations, and learn how to eliminate repetitive tasks from your practice.

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Intermediate 1.5 hrs 8 lessons

Lessons

8 lessons in this path

  1. 1 What are workflows? Understanding matter workflows and why they matter.
  2. 2 Creating your first workflow Building a workflow with the visual builder.
  3. 3 Stage types explained Sequential vs Decision stages, and entry requirements.
  4. 4 Connecting actions to stages Automations that run on entering or leaving a stage.
  5. 5 Building automation rules WHEN / IF / THEN rules that automate your practice.
  6. 6 Chaining automations Building multi-step processes with rules that trigger rules.
  7. 7 Monitoring automations Reading run history to track and debug automations.
  8. 8 Templates and packs Template Packs, built-in workflow templates, and cloning.

Need hands-on help?

Book a guided onboarding session and our team will walk you through setup, answer your questions, and configure MatterFirst for your practice.

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