October 24: Tasks App, Automations, and Analytics
Today we're rolling out the 2024 Winter Release. Check out the full blog post for everything that's new!
Tasks App
With the new Tasks App you can create tasks and assign them to internal users, clients, and companies. Check out an interactive demo here and install it here.
Internal Automations
With Copilot Automations, we designed an automation builder from scratch that lets you quickly and seamlessly set up the most popular workflow automations. At launch time, we are starting with the templates below, and in the upcoming months we’re following up with more templates and a builder that lets you set up automations from scratch.
- Upload files and folders when a client/company is created
- Assign a contract when a client logs in for the first time
- Assign a form when a client logs in for the first time
You can set up automations here.
New homepage
The new homepage features an analytics section at the top that displays your total clients, active clients, and active subscriptions (if the Billing App is enabled). Below the analytics, you'll find sections showing unread notifications and recently visited pages for easier navigation. You can view the new home page and analytics on the Copilot Dashboard.
