Save hours of manual work
with automation.

Cin7 Core Automation is a module in Cin7 Core inventory that allows you to automate your processes making your business more scalable, saving time and avoiding human error.

You can set up notifications containing information about orders, sales, and/or inventory for your users and customers from the Automation module. Cin7 Core notifications can be delivered as alerts in the notification centre, and/or as emails intended for one or more recipients. External notifications can also be set up to send information to third-party applications.

Yes, you can create mailing lists in Cin7 Core Automation module which can be used to group together company or external contacts so they can be easily notified. Mailing lists can be used to group email notifications as well as send scheduled reports to selected groups of contacts.

Yes, reports can be run daily, weekly or monthly, and sent to those who need them directly from within Cin7 Core Automation module

In Cin7 Core you can schedule a Full Data Backup report to run automatically on daily, weekly or monthly basis thus ensuring data protection in case of data loss or human error.

System reminders are used on pending tasks that require your immediate attention which can be set up in Cin7 Core Automation module so that you can be reminded about them as soon as you log on to Cin7 Core Inventory.

Reminders appear in the Reminders portlet on your dashboard. Clicking a Reminder in the portlet takes you to a page with more detail, where you can take action as necessary (e.g. follow up on outstanding payments or obtain management approval).

Yes, Cin7 Core’s workflow automation feature allows setting up events and actions that trigger automatically once certain conditions are achieved. In this way you can automate the sale process and complete the sale with minimum human interaction.

You can use the Tasks module that works in conjunction with Cin7 Core Automation module. This allows you to set up a workflow process for a Purchase, Sale, Supplier, Customer, Credit Note, Assembly or Disassembly. Workflows can automatically assign tasks or steps that may be required to successfully complete an operation to different roles in your organisation. Roles could be Sales Reps, Accounting Department, Warehouse Staff, Marketing, and Management.