Every event team repeats the same work: send the welcome pack when a registration is confirmed, tell the caterer when the headcount changes, alert the director when a milestone is late, thank a guest who left feedback.
An operations manager saves the event workflow as a template — milestones, checklists, communications — and sets up automation rules: when this happens, do that. Rules run for every event created from the template.
Rules can also hand work to FluidGrids, the Burdenoff product for workflow automation, for multi-step flows across other systems.
Automations act with the permissions of the person who set them up, their runs are recorded, and anything that sends money or messages to guests can be set to wait for approval.
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