How to create a new Automated workflow

To create a new automated email workflow (e.g. for a specific insurer or a specific line of business), follow these five easy steps:

1. Click on the Automated Emails

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 2. Click on ‘Add new workflow’

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 3. Click on ‘Add’

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4. Enter the workflow name (e.g. Commercial PL) and click ‘Submit’

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5. Turn on the new workflow and find it under the ‘Automated emails’ section

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