Cerbo Portal Automator Legacy Automation Overview 01-11-24

Cerbo Portal Automator

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Last Update 4 ay önce

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

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