Stax.ai, Inc

Automations in Stax.ai CX do repetitive work for you. You attach an automation to a task in a project, and CX carries out a predefined action automatically.

Automations Overview

This article walks you through setting up your first automation in Stax.ai CX, start to finish. We'll use one simple example: an automation

Creating Your First Automation

Once you know how to attach and configure an automation (see [Creating Your First Automation]), the next question is: what should you automate?

Common Automation Recipes

Andrew Flowers

Generate reports, send emails, and migrate data automatically.

Automations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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