AuroraTeam workflowsCRMAutomations
Charts in Scratchpad, private tasks, and CRM email drafts
Keep live views alongside your notes, choose which tasks to share, and draft a warm introduction from the CRM.
- Add interactive charts and tables to Scratchpad notes, or pin a live view so you can revisit it alongside your notes.
- Tasks are private by default. Use a team project for work you want to share.
- Draft a personalized email from a CRM contact, including a forwardable request for a warm introduction.
- Give an agent automation more than one schedule without creating a separate automation for each.