Automation is great! I love the idea, but it needs to be expanded. In our office, we have multiple staff and advisers. Many of the staff do the same functions for different advisers. To keep from making some lists too large, it would be great to expand the ability that automation currently offers.

Increase options for trigger events. Example: Client Review Date. It would be great to be able to automate a workflow based on the clients review date(s). This would create less work and tracking of the staff and advisers and make sure that clients are reviewed as often as they would like to have their accounts reviewed. Also, helps instill better practices in offices if the workflow is created, generated automatically, and followed with documentation.

Expand Condition Options. With multiple staff and advisers, sometimes they work together and sometimes it is only one adviser on a case. Two conditions I feel that should be added is the Account Activity Created By - Equals - User. Also, Account Activity Attendee(s) - Equal - User(s). This would help tremendously differentiate the different workflows needed for different advisers and joint work. Right now, there really is not a good way without expanding and creating longer and more confusing lists for the activity types and categories.

Actions. Like many have mentioned. It would be great to expand what actions take place due to certain conditions being met. The most used example is a client passing away. Their are a lot of different functions that take place. If automation could be set up to take multiple actions, such as, I change the client status to deceased and date of death added. Actions, remove client category, if married, change spouses martial status to widowed, change account statuses to pending claims (need to add this option), workflow triggered and started for pending claims. It would be nice have the automation set up to take multiple different actions so the staff and advisers have less time in making all the changes in Redtail. It would save the staff lots of mundane effort and time doing data entry and updates, to more energy being devoted to processing and getting things done. This would also save the advisers time and money as well, since they would not have much to do to accomplish a lot themselves, and keep their thoughts more on the money driving efforts and being more proactive as opposed to reactive. I know that concerns are sometimes that staff spends too much time on documentation, so this would be a great solution.

These are just some examples of what it would be nice to expand the automation to include. There are a lot more, but these seemed more pressing than some of the other nice to have options. It would be fantastic if automation could be expanded to even run quicklists and reports either based on set recurring dates or trigger events.