Service Tag-1

Automations 

Our expert team will set up your Automations to minimize human error, streamline tasks, save time, and enhance efficiency with seamless actions.

Enhance data quality and efficiency by letting us implement automations that reduce human error and repetitive tasks. Automations streamline operations, from email campaigns to data analysis, freeing up your team to focus on strategic activities. Trust us to boost your productivity and data integrity, allowing you to concentrate on driving your business forward.

Scope of Work

Membrain's professional services include three stages:  Planning, Implementation, and Review.

01_glow Planning

One 1 ½ -hour planning session with an Automations expert to review any current automations in the system, and discuss additional automation needs. This will include determining whether or not automations or events are the best options to achieve the goal.

 02_glow Implementation

Your Automations expert will:
Set up enrollments for the data or fields affected
This includes setting up filters for automatic enrollments when needed
Create permission sets
Create the necessary steps in the automation
Apply enrollment settings

03_glow  Review Meeting & Analysis

One 1 ½ -hour session with the Automations expert to review the automations with small samples
Activate automations on approval
Provide a walk-through on managing your new automations
Provide a walk-through of reporting & logs

04_Glow  Parameters

Review “Considerations before you get started” below, and use them to guide you through the preliminary automation ideas
Automation ideas must be sent to the Automations expert 72 hours before the planning meeting. This allows ample time for review. Planning meetings may be rescheduled if the ideas/ needs aren’t received in advance.

05_glow Considerations before you get started

As mentioned before, Membrain Automations are an incredibly powerful tool that does exactly what you tell it to! You'll need to keep that in mind when you consider creating Automations since changes made by an Automation cannot be undone. What you build into an automation can impact many of your colleagues or clients, in both good and bad ways, so it's important to be clear and concise in any condition.


Here are a few things you'll need to keep in mind when you're considering the use of Membrain Automations:

Limit who can create, edit and delete Automations. This is not a feature that should be open to anyone, to experiment with freely.
Think through what types of data you want to automate and have a clear idea of what actions you want to automate.
Sketch it out to visualize your plan.
Make sure you know who an Automation will help, but also how and why.
Take into account who might be impacted if the Automation changes things that cannot be recovered.
Consider incorporating what you're trying to do, in a more limited way (for example via Automated Events or Rules in one or more of your processes).
Run your ideas past a colleague and even your team lead to ensure you have sign-off on your plan.
Ensure that all those affected by the changes you want to automate know about the plan, what the Automation will do, and how it will impact them.

Price and Timeline: Please talk to your Customer Success Advocate, or write to us here

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