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Workflow & Automations

Learn how to automate the repetitive tasks in your inbox, so you and your team
can focus your time on what matters.

Automation rules

Step-by-step process to create new automation rules fully customized to your workflows.

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Creating automation rules

Create new rules and manage a full range of automations from inside Drag’s dashboard.

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Using auto-responders

Automatically send a response to emails received in your shared inboxes with Drag’s auto-responder rules.

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Round robin vs load balancer

Read about the fundamental differences between the logics of these 2 types of auto-assignments.

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Auto-assignment

Learn about how to evenly distribute email assignments to your team, directly from inside Gmail, with DragApp.

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Round Robin assignment

Automatically assign cards received in a board evenly among all users or a subsegment of users.

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Round Robin vs Load Balancer

Read about the fundamental differences between the logics of these 2 types of auto-assignments.

Learn more

Creating automation rules

Create new rules and manage a full range of automations from inside Drag’s dashboard.

Learn more

Auto-responders

Learn how to create auto-responders in Drag and automatically reply to emails, based on your choice of criteria and triggers to define how and when responses are sent.

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Using auto-responders

Automatically send a response to emails received in your shared inboxes with Drag’s auto-responder rules.

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How to use SLA rules

Help manage customer expectations and keep your team accountable for timely responses.

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What is trigger reversibility

Define whether you want your automation to run even if the original trigger is not in place anymore.

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SLA rules and reminders

Improve time management to optimize response times with time-based rules and reminders.

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Using SLA rules

Help manage customer expectations and keep your team accountable for timely responses.

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Setting up business hours

Define the operating hours for each board, ie. when your team is actively working on them.

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What is trigger reversibility

Define whether you want your automation to run even if the original trigger is not in place anymore.

Learn more

Custom notifications

Automatically trigger custom notifications to specific members based on certain criteria.

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Creating automation rules

Create new rules and manage a full range of automations from inside Drag’s dashboard.

Learn more

Setting up business hours

Define the operating hours for each board, ie. when your team is actively working on them.

Learn more

How notifications work

Learn about how you get notified about important events across Drag workspaces.

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Business hours

Define the operating hours for each of your workspaces and proactively manage SLAs.

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Setting up business hours

Define the operating hours for each board, ie. when your team is actively working on them.

Learn more

Using auto-reponders

Automatically send a response to emails received in your shared inboxes with Drag’s auto-responder rules.

Learn more

What is trigger reversibility

Define whether you want your automation to run even if the original trigger is not in place anymore.

Learn more

Email templates and sequences

Access and send the most common emails without having to write them over and over again.

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How to use email templates

Save and share email templates to send repetitive emails with your team in seconds.

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How to use email sequences

Learn how to set up shared email sequences, with automated follow ups to increase response rates.

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How to use email tracking

Know who’s viewing, clicking, and replying to your emails. Think WhatsApp’s ‘double-tick’ format.

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Email tracking

Know who’s viewing, clicking, and replying to your emails. Think WhatsApp’s ‘double-tick’ model.

Related articles:

Explore Help Center

How to use email templates

Save and share email templates to send repetitive emails with your team in seconds.

Learn more

How to use email sequences

Learn how to set up shared email sequences, with automated follow ups to increase response rates.

Learn more

How to use email tracking

Know who’s viewing, clicking, and replying to your emails. Think WhatsApp’s ‘double-tick’ format.

Learn more

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