Automation Rules

What are Automation Rules?

Getting the right documents to the right people, at the right time, on all your jobs, is complicated and time consuming. Automation Rules gives you full control to cover all of your company’s needs in less time. Create custom rules to prioritize tasks, send documents automatically to meet all your deadlines, and remove busywork.

Streamlining the document process allows you to stay in control while saving time while documents are created in the background. You can choose between a more “Hands Off” approach where documents are automatically prepared and sent based on your preferences, or a “Low Touch” approach where Levelset will generate your preferred documents to live in a queue, based on your preferences, allowing you the power to approve, snooze, or dismiss each document.

How to Set up an Automation Rule

Log in to your account and click the settings gear icon in the top-left. In the drop-down, select [Automation Rules]. These rules can be customized based on the type of document, contract value, state, and much more! For more specific setup instructions, visit the resources located in the section below.