Workflow Suggestions by Zia
Many regular activities like sending emails to customers or stakeholders, allocating tasks to team members, or updating details often take up more time than you expect. It can be helpful to automate these activities and use the time saved on other essential tasks. It may seem overwhelming to identify all these activities and create a process to automate them. Zia can help you identify repetitive manual activities and suggest a well-executed workflow to automate the process.
- Users with Manage Automation permission can view the workflow suggestions.
- Zia will suggest workflows for Leads, Contacts, Accounts, and Deals module
Enable or disable workflow suggestions by Zia
- Go to Setup > General > Zia and click the Zia Recommendation tab.
- Enable or Disable the Workflow Suggestion toggle switch.
View workflow suggestion
- Click the Zia icon (from the bottom panel) and select the message.
You can preview the suggested workflow.
Alternately, navigate to Setup > Automation > Workflow Rules > View Suggestion. - Click Create as Workflow to configure the suggested rule.
Alternately in the Workflow Rules page, click Preview > Create as Workflow. - Click Save.
You can also modify the workflow if required. - Click Remove to delete the suggested workflow rule.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Zia's record owner suggestion in Assignment Rules
Businesses spend a lot of money, time, and effort to bring leads into the sales funnel. Despite those efforts, research shows that about 24% of U.S. companies take about 24 hours on average to make their first move toward a lead—just enough time to ...Zia for Workflow Rules
You automate several sales followup activities using workflow rules to save time and efforts, which in turn increase the productivity of sales people. However, keeping track of triggers made through workflow rules to see what works best and what ...Capabilities of Zia in Zoho CRM— A perspective
Zoho CRM harnesses the transformative power of Artificial Intelligence (AI) to revolutionise decision-making across all critical areas of your business, from initial customer interactions to their entire journey. With Zia, AI-powered assistant, Zoho ...Zia Recommendation
Recommendation tool and its benefits A recommendation tool uses artificial intelligence to identify and analyze customer data such as their purchase details, interests, requirements, and behavioral patterns to suggest the most relevant product. It ...Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...