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Filters & Automations based off activity

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SamGluck
5 - Automation Enthusiast
5 - Automation Enthusiast
Status: New Ideas
What is the proposed idea/solution?

We should be able to filter records or create automations based off activites (e.g. show records that were marked as Done today, or if record was linked to another record 2 days ago...)

How does is solve the user problems?

This will help filter records (Attendees) that were linked today to another record (Event) to see how many sign ups we get per day. For automations, this will help Customer success have a list of all Tasks that have passed a certain stage after a certain amount of time. 

I'm sure there's a lot more we can do once we can use activity for Filters and automations.

1 Comment
TheTimeSavingCo
18 - Pluto
18 - Pluto

+1 that'd be nice!  We're currently stuck using automations to log things manually to try to mimick this functionality