Smart automations guides

The XTRF Platform offers you several automations for Smart projects. By using those automations, you can preconfigure and unify your projects, avoid repeating actions, and make project management as frictionless as possible. Smart automations can be managed on three levels:

• Global level → in the Configuration menu > Projects and Quotes > Automations (Smart). The automations configured there will be applied to all new Smart projects and quotes.

• Process level → in the Configuration menu > Projects and Quotes > Process Templates (Smart). The automations configured there will be applied to all Smart projects and quotes that use the specific process template.

• Project level → in the project’s Process, Jobs, and Finance cards. The automations configured there will be applied only to the current project.

For details about Smart automations, see the following guides and articles:

• An overview of automations available in the Configuration menu: https://help.xtm.cloud/xtrf/home-portal/configuration-menu/en/automations--smart-.html.

• Process-related automations:

  • Configure the Automatic Job Dates

  • Configure the Automatic PO Sending

  • Configure the Automatic Quote Approval

  • Configure the Automatic Files Delivery

  • Configure the Automatic CAT Analyses

  • Configure the Automatic Jobs Splitting

• Finance-related automations:

  • Automate client invoicing

  • Automate vendor invoicing

• Process template-related automations:

  • Automate vendor assignment in Smart projects and quotes

  • Automate the CAT project creation

  • Automate sending job offers