video1.0<iframe src="https://www.loom.com/embed/00a380bf96944f2187b77c91a4dabe02" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/00a380bf96944f2187b77c91a4dabe02-370ac6a58f919deb.gif1091.019In this tutorial, I walk you through how to automate actions within our Service Tracker system, specifically focusing on sending automatic emails and updating fields when a record's status changes. I demonstrate creating two types of flows: Triggered Automation and Screen Automation, using examples like sending an email to the owner when a quote is accepted and setting default values when a new client is created. I also show how to debug and activate these flows to ensure they work correctly. I encourage you to think about how you can apply these automations to streamline your processes. Please take the time to explore these features and implement them in your workflow.