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, the next question is: what should you automate? Five proven recipes you can set up today.

Common Automation Recipes

Use the Timing step to hold an automation for a set number of days and run it at a set hour, instead of firing the moment the previous task is…

Schedule an Automation to Run Later

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.

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

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

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