Automatiseringseksempler (grundlæggende): Anvendelse af mappeskabeloner
Let your pipelines do the work for you: automate creating a folder structure for your clients instead of manually creating folders. For example, the recent tax year folder could be added to your tax-return clients once the job is created in the tax return pipeline. Or the whole folder structure could be created at the final stage of onboarding a new client.
Dækket her:
- Trin 1. Sådan opretter du en mappeskabelon
- Step 2. Add the "Apply Folder Template" automation to the pipeline
Trin 1. Sådan opretter du en mappeskabelon
If you want your folders to be generated automatically, you will need to create a template. You can create one right from the pipeline settings by clicking New template when you add the automation.
While each firm customizes their folder structure depending on their workflow, we can share our best practices for inspiration:
- Mappestruktur til klienter inden for skatteforberedelse
- Mappestruktur til bogføringskunder
- Mappestruktur til lønklienter
For at sige det enkelt er den mest populære måde at opbygge en mappestruktur på at oprette separate mapper til år og tjenester.
Step 2. Add the "Apply folder template" automation to the pipeline
To add folder structure to your client accounts automatically, you need to ensure that you have added a folder template automation to your pipeline. To do so:
- Open pipeline settings, then add the Apply folder template automation to the stage and select the folder template you have created. You will likely want to select the first stage of your pipeline or the stage where you are expecting actions performed by your client (e.g., Collecting Documents).
- Når jobbet går ind i denne fase, anvendes mappeskabelonen på kontoen. Du kan bruge automatiserede beskeder i samme fase til at informere kunderne om, hvad der sker, og til at formidle dine forventninger.
Bemærk! For Apply folder template automation er det ligegyldigt, om Automove jobs er slået til for scenen. Automatiseringen udløses automatisk og kræver ikke handling fra hverken kunden eller firmaet. Der er heller ingen elementer knyttet til jobbet, når automatiseringen udløses.