In this white paper we will deal with the personal and project-related workflow when working with InLoox. We will show you how you can automate your personal work processes, but also how you can automate certain project processes, such as project proposals - completely without programming skills.
You'll learn to create the following Flows for InLoox:
- Scenario 1: New Outlook task when an email is flagged
- Scenario 2: New InLoox task with a note when an email is flagged
- Scenario 3: New InLoox project with project note when a new email arrives
- Scenario 4: InLoox project proposal when a new email arrives
- Scenario 5: Regular summary of all open InLoox tasks via email