What’s Your Approach to Automating High Stakes Decisions?
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Dominic Gray
Automation is transforming workflows but how far can we push it?
Beyond simple task triggers, we’re curious how teams are automating decisions that involve deeper logic or financial impact. Think auto assigning resources based on project value or using rule-based systems for budget approvals.
Have you integrated any tools that evaluate data before deciding the next step?
How do you handle conditions that change based on time, value, or stakeholder input?
We're exploring use cases where automation isn't just reactive but intelligently proactive.
How are you leveraging ClickUp automations in complex scenarios?
Let’s share ideas what’s working, what’s not?
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Phoebe ball
We’ve been studying systems used by firms like those in https://pearllemoninvest.com/top-investment-management-firms-us/ to bring smart, data-driven automation into our ClickUp workflows.