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Automations
Best practices for Email Automation
Create a TEST email automation
Automatically keep your relationships warm
How to automate emails to a Saved Filter of Contacts
How to automate emails to a Company Saved Filter
How to automate Pipeline emails
Viewing the status of contacts in your email automations
FAQs: Email Automations
π₯ Automating your Account with Workflow Automation
π₯ Workflow Recipe - Calculate Commission
Workflow Automation Recipes
Workflow Recipe - Automatically create Tasks from different triggers within Copper
Workflow Recipe - Clone a Won Opportunity
π₯ Setting a task due date backwards from a custom date field
π₯ Set win percentage to 0% when opp is lost
Populate a unique ID number on a Project or Opportunity
Calculate Value based on Products or Services