Automation Grouping is currently available in early access.
Grouping simplifies the user experience by consolidating multiple actions in automation into an easily accessible set of actions.
For instance, if users frequently use actions such as adding a task to the company and starting a campaign, with the latest update they can now add them to a Group.
Grouping is a pre-work enabling users to save Groups in automation as Action Sets. We should be able to release Action Sets in the upcoming weeks. With Action Sets, we aim to increase the reusability of their saved Groups.
How to Use Automation Grouping
Step 1: Navigate to Partner Center > Automations > My Automations.
Step 2:
- Option 1: Click on Create Automation in the top right to start building a workflow.
- Option 2: Use the filter feature to find an automation that's not turned ON.
Step 3: Open the automation.
Step 4: Identify Your Action Steps
- Start by identifying the consecutive action steps you want to group. For example, in the automation shown below, the automation includes several actions such as updating lead quality, tagging, starting a campaign, and notifying an internal user.
Step 5: Access the Grouping Option
- Navigate to the sequence of actions you want to group.
- Click on the three dots (more options) next to one of the actions in the sequence.
Step 6: Select Consecutive Steps
- Ensure that the steps you want to group are consecutive (one after the other).
- Select the consecutive steps that should be grouped together.
Step 7: Create the Group
- Once the steps are selected, click on Create Group.
- You will have the option to update the auto-generated name of the group.
- Optionally, you can add notes for clarity, which will be visible when viewing the group.