Admin > Automated Actions
The Automated Action screen in TEAMS allows you to create, view, edit, and delete automated notifications and actions. These automations are triggered by predefined rules, enabling staff to save time and ensuring that critical processes—such as enrolments, invoices, receipts, and compliance reminders are managed seamlessly and consistently.
To include inactive actions in the grid, simply check the Include Inactive Actions checkbox. Additionally, you can add a new automated action by clicking the + Automated Action button.
This feature reduces manual work, ensures compliance deadlines are met, and keeps processes consistent across departments.