Cerbo Portal Automator Legacy Automation Overview 01-11-24
Cerbo Portal Automator
Support
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In this video, I provide an overview of our legacy Servo Portal Automator system. I explain how to create automations in the legacy tab, select different events, and set up conditions for the automation. I also discuss the various actions that can be triggered, such as push notifications, emails, text messages, and more. This video serves as a guide for understanding the capabilities of our legacy automator system and how to use it effectively.
00:00 Introduction
00:28 Creating Automations in Legacy
01:09 Controlling Patient Conditions
01:36 Message Configuration
02:15 Available Actions
03:03 Integration with Thinktific
03:36 Triggering Notifications
04:47 Managing Automations
05:26 Creating Groups