No matter how carefully you plan your tasks, sooner or later, you’ll forget to send something on time. To make things as easy as possible for you and your business, Easybox lets you automate outgoing email correspondence (related to purchasing and sales administration) to your partners at times of your choosing.
An email automation is anongoing taskassigned to Easybox to automatically send anemailto one or moredesignated recipients with predetermined content and attachments.
You determine the content and frequency using anautomation rule: in this rule, you specify the conditions the content must meet and when it should be sent.
You can choose from the following options:
You can triggermultiple automations at the same time.
It's actually similar to a standing order at your bank. With that, you also set up a transfer of a fixed amount to a predetermined recipient at a fixed time.
You can manage email automations in the Easybox organization settings.
Many business owners use this feature toperiodicallysendall necessary documents to their accountant. The accountant then receives all sales and purchase records at set intervals, all at once and in astandardized format.
Of course, you can also designate yourself, a colleague, or another party as the recipient at a time of your choosing.
It'll happen on its own!
