Getting Started with Automations

Achieve the ultimate in automation across document creation, email communication and filing. By re-engineering your processes and automating repetitive tasks, FYI saves you countless admin hours and ensures a consistently high level of professional service.

The following resources provide an introduction to some of FYI’s key automations.

Getting Started with Automations Tutorial (8 minutes)

FYI’s automation dashboard is the central location for a growing number of process automations.

This is where FYI administrators can activate and configure automations for your practice.

In this tutorial, learn about four key automations and some configuration options to get you started: 

• Auto-filing client emails
• Auto-filing client meetings
• Auto-filing tax returns
• Xero Practice Manager synchronisation
  
  Note: The Email Autofile and Xero Practice Manager settings are now in Automation - Apps.

Getting Started with Automations (PDF Guide)

An introduction to four key automations and some configuration options to get you started:

• Outlook automations
• Xero Practice automations
• Collaborate
• Negative Email Alert
  
  Note: These settings are now in Automation - Apps.

Download the guide and share with your team.