Workflow Suggestions by Zia, originally released in beta, is now a fully available feature that spots repetitive manual activity in your CRM and proactively suggests a Workflow Rule to automate it.
How it works
Zia analyses recurring actions performed by multiple users. When it notices the same action taken consistently under similar circumstances, it suggests a Workflow Rule that would automate exactly that. Suggestions apply to the Leads, Contacts, Accounts, and Deals modules.
Viewing and acting on a suggestion
- You'll be notified via the Zia icon in the bottom-right corner of the screen.
- Preview it from the notification, or under Setup, Automation, Workflow Rules, View Suggestion.
- Adjust criteria or actions if needed, then click Create as Workflow.
Note: Users need the Manage Automation permission to view suggestions. This is enabled by default and can be disabled under Setup, General, Zia, Zia Recommendation.
A related feature: Macro Suggestions
Zia also offers Macro Suggestions, working the same way but at an individual level, for actions you personally repeat across records.
Need help? 1 Cloud Consultants can help you review and refine Zia's workflow and macro suggestions into automations that genuinely fit your process.
Book a discovery call with 1 Cloud Consultants.