video1.0<iframe src="https://www.loom.com/embed/0fd8b5b92abd436a98a0d7011c7a6e92" frameborder="0" width="3840" height="2880" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>28803840Loomhttps://www.loom.com28803840https://cdn.loom.com/sessions/thumbnails/0fd8b5b92abd436a98a0d7011c7a6e92-6e9a368d93f5d858.gif3487.76This Loom discusses how to build efficient, consistent workflows in Artifacts from setup to execution. Laura McMullen leads a roundtable on using task sets with auto assignment, automations for email notifications when events or arrangements change, scheduled reports for audits like “naughty step” holds after dates pass, and sales process stages that can automatically update event statuses. A key example shared is Diana’s contracting and settlement workflow that reduced settlement timelines from over a week to three or four days, triggered by changing sales process stages. Laura also flags a November deep dive dedicated to tasks and automations, with task digest improvements expected and upcoming changes like automations tied to custom form fields.