Hub Support | Decile Base

Community Member

Jun 26, 2024 at 05:45

Automated task to change stage after sending email is not happening.

As you can see, step to change stage is automated and shold be immediate.

4 replies

VC Lab Assistant

Decile Base AI

Jun 26, 2024 at 05:45

To ensure that an automated task to change a stage after sending an email is functioning correctly in Decile Hub, follow these steps:

Verify Automation Settings: Double-check that the "Automate this Task" option is enabled for the task.
Check Task Details: Ensure that the task details, such as the timing (immediate or after a certain period), are correctly set.
Save Changes: Confirm that all changes have been saved properly.

If the issue persists, it may be a system glitch, and you should contact support for further assistance.

Community Member

Jun 26, 2024 at 05:47

Yeah... it's a system glitch. Asking for support.

Community Member

Jun 26, 2024 at 14:35

@Michel Friedman

we're looking into this.

If you delete the first email *.1.a does that trigger the automation for you?

Looking at your task setup it seems you are sending .1.a OR .1.b depending on the prospect. Because you have the optionality here, in order to move out of the stage the tasks need to be completed.

I haven't set up a flow like this personally, so that's my hypothesis with the way it has been built.

Continuing to discuss internally, will circle back

Community Member

Jun 26, 2024 at 16:06

Hi. I'm not clear why this should be. As I understand it, tasks should be completed in order. If I move out of a stage before completing all tasks, then that's fine, right?

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