Learn how to automate the repetitive tasks in your inbox, so you and your team
can focus your time on what matters.
- Automation rules (1:51 min)
- Auto-responders (2:01 min)
- Auto-assignment (2:21 min)
- SLA rules and reminders (2:34 min)
- Custom notifications (1:37 min)
- Business hours (1:52 min)
Automation rules
Step-by-step process to create new automation rules fully customized to your workflows.
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-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.
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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Auto-assignment
Learn how to automatically assign emails and tasks on Drag workspaces, to an individual or group of team members, either to specific team members or on Round-Robin or load balancer manners.
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.
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Creating automation rules
Create new rules and manage a full range of automations from inside Drag’s dashboard.
Learn more
SLA rules and reminders
Improve time management to optimize response times with time-based rules and reminders.
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.
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.
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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.
Setting up business hours
Define the operating hours for each board, ie. when your team is actively working on them.
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Using auto-reponders
Automatically send a response to emails received in your shared inboxes with Drag’s auto-responder rules.
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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
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