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Automating Workflows with ThatApp Browser Extension

Automating Workflows with ThatApp Browser Extension

Help article

D
Written by David Asiru
Updated over 3 months ago

Introduction

Leverage the full potential of Podio Workflow Automation using the ThatApp Browser Extension. Sync workflows, check connection statuses, and access advanced features to ensure your operations run smoothly.

Advanced Functionalities

  1. Automatic Workflow Sync

    • Log in to your Podio workflow account through the extension.

    • All organizations within the account will sync automatically.

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  2. Workflow Connection Status

    • Monitor your organization’s active workflow automation status from the ThatApp Sync Dashboard.

    • Use the analytics section to view workflow details and activate automation access.

How to Use Automation Features

  1. Enable Workflow Automation
    Ensure your Podio account is subscribed to the Workflow Automation feature to use advanced tools.

  2. Sync Organizations
    Select an organization, and the workflow sync begins automatically for all related processes.

  3. Manage Workflow Status
    Access the ThatApp Sync Dashboard to review workflow analytics and connect organizations to automation tools.

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Pro Tips for Optimized Workflow Automation

  • Regularly check workflow statuses to ensure processes are running as intended.

  • Use descriptive tags to categorize data and simplify searches.

  • Back up critical data frequently using the Resync App feature.

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