Workflows and automation · Guide 607 of 624

Automation in RockifyERP

RockifyERP can do routine work for you: assign records, repeat documents, send reminders and track milestones.

What you need to know

  • Assignment rules share work among team members.
  • Auto repeat recreates documents on a schedule.
  • Notifications send reminders and alerts.
  • Milestones track when important changes happen.

Tip: Automate the boring, repeatable steps first.

Related RockifyERP guides

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