Shared guide

How to set up deal automation

Step-by-step guide covering: Click Automation; Click Date triggerStart automation based on a date field; Click Select item; Click Deal.

victoriaworkflowsvictoriaworkflows
·48 steps·13 views·Published
Guide Video
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AI-narrated · Marin voice · English
Step-by-step Guide48 steps

  1. Click Automation

    Click Automation
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  2. Click Date triggerStart automation based on a date field

    Click Date triggerStart automation based on a date field
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  3. Click Select item

    Click Select item
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  4. Click Deal

    Click Deal
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  5. Click Select field

    Click Select field
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  6. Click Deal closed date

    Click Deal closed date
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  7. Click Before date

    Click Before date
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  8. Click Number of days

    Click Number of days
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  9. Type "1" in Days

  10. Click Africa/Lagos

    Click Africa/Lagos
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  11. Click US/Eastern

    Click US/Eastern
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  12. Click Apply trigger

    Click Apply trigger
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  13. Click on "Click here."

    Click on "Click here."
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  14. Click Add custom condition

    Click Add custom condition
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  15. Click Filter

    Click Filter
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  16. Click Select comparator

    Click Select comparator
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  17. Click matches

    Click matches
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  18. Click on "Click here."

    Click on "Click here."
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  19. Click All won deals

    Click All won deals
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  20. Click Apply conditions

    Click Apply conditions
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  21. Click on "Click here."

    Click on "Click here."
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  22. Click Emailnew

    Click Emailnew
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  23. Click Send email

    Click Send email
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  24. Click Next

    Click Next
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  25. Click on "Click here."

    Click on "Click here."
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  26. Click on "Click here."

    Click on "Click here."
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  27. Click on "Click here."

    Click on "Click here."
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  28. Click Next

    Click Next
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  29. Click on "Click here."

    Click on "Click here."
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  30. Click Deal contact person email

    Click Deal contact person email
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  31. Click on "Click here."

    Click on "Click here."
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  32. Type "Quick check-in before we finalize"

  33. Click on "Click here."

    Click on "Click here."
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  34. Type "Hi "

  35. Click on "Click here."

    Click on "Click here."
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  36. Click Deal contact person name

    Click Deal contact person name
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  37. Type "Hi 1Deal contact person name!Just checking in as w..."

  38. Click on "Click here."

    Click on "Click here."
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  39. Click Deal title

    Click Deal title
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  40. Type "Hi 1Deal contact person name!Just checking in as w..."

  41. Click on "Click here."

    Click on "Click here."
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  42. Click Yes

    Click Yes
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  43. Click Apply action

    Click Apply action
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  44. Click Save

    Click Save
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  45. Click on "Click here."

    Click on "Click here."
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  46. Press a

  47. Type "Day Before Deal Close Automati..." in Untitled 01/21/2026 16:49:10

  48. Click on "Click here."

    Click on "Click here."
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