With Membrain’s Automation, you can automate the right steps so your team has more time for the most valuable work.
Automations can:
Perform a sequence of Steps for a given item in Membrain.
Execute on a Company, Contact, Prospect, Sales Project or Account Growth Project.
You can enroll an item in Automation manually one by one, in batch, from a process step or via an automated process event, or use automatic enrollment criterias.

Use conditional steps and randomization to automatically assign Prospects by territory, size, product interest, and more.
If you run an Account Growth Project year to year, you can set up an automation to close out last year and start a new one.
Leverage automations to set data based on existing data points. Ex. set a more easily filterable NPS Category based on an NPS score field.
Head over to our Help Center for guides, tips, and step-by-step instructions to learn more about Automations.
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