Unlock the full potential of your workflow automation with this in-depth guide on the "Category Complete" workflow trigger in Aesthetix. This article explains how to effectively implement this trigger to automate tasks when a specific category of work is completed. Learn how to set up notifications, initiate follow-up actions, and ensure seamless transitions between workflow stages. Ideal for project managers and CRM users, this guide will empower you to enhance efficiency, improve task management, and optimize workflows in Aesthetix, ultimately leading to better project outcomes and client satisfaction.
1. First, click "Marketing"
2. Click on "Workflows"
3. Once that's done, click on "Add New Trigger".
4. Once that's done, click on "Category Completed".
5. Following this "Add filters".
6. Choose "Product" as your next step.
7. Select an operator.
8. Finally save your trigger to complete the set up.
