Setting Up Automations
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      1. Protiv Knowledge Base
      2. Automations
      3. Setting Up Automations

      How do I create a new automation in Protiv? 🤖

      This guide will walk you through the steps of creating a new automation to streamline your ProPay creation process. 🛠️

      Creating a new automation in Protiv is a straightforward process. Follow these steps to set up your automation:

      1. Access the Automations Page: Navigate to the "Automations" section on the left-hand side of your Protiv dashboard. 🖱️

      2. Name Your Automation: Give your automation a descriptive name that reflects its purpose (e.g., "New Job ProPay Automation"). 🏷️

      3. Select Jobs: Choose which jobs the automation will apply to. You can select "All Jobs" or specific jobs assigned to a particular crew lead. 💼

      4. Set Automation Triggers: Define when the automation should be triggered. You have two options:

        • When the job creation date is the same or after a specified date: This triggers the automation when a new job is created on or after a specific date. 📅
        • When a worker clocks in on or after a specified date: This triggers the automation when a worker clocks in on a job on or after a specific date. ⏰

      5. Calculate ProPay Budget: Choose how the ProPay budget should be calculated:

        • Using the job's contract price: The ProPay budget will be based on the total contract price of the job. 💰
        • Using the labor budget: The ProPay budget will be based on the estimated labor cost of the job. 👷
        • Using the hours budget: The ProPay budget will be based on the estimated number of hours required to complete the job. ⏳
        • Important Note: Depending on your integration, certain features, like automatically including your budget, may not be available.
      6. Select Manager: Choose the default manager for the ProPay from the dropdown menu. This should be an employee with admin or manager permissions. 🧑‍💼
      7. Divide Bonus (Optional): If you want to include a bonus in your ProPay, specify how it should be divided:
        • Hours worked (distributed equally): The bonus will be divided equally among the workers based on the hours they worked on the job. ⚖️
        • Weighted by wage (set percentage): You can manually set the percentage of the bonus each worker will receive. This option is not recommended for automations, as it requires manual input. 🛠️
      8. Start Automation: Choose whether to:
        • Draft the automation (start later): Save the automation as a draft to review and activate later. 📝
        • Run it immediately (start now): Activate the automation immediately. 🚀


      Important Note:       Remember that you must have an integration set up to use automations. If you don't have an integration, you'll need to create ProPays manually.


      Additional Notes:

      • We are actively working on creating new automations to offer more customization options for your business.
      • The available fields and features may vary depending on your integration.