Home and Ask SpodusUpdated
Let Spodus do the chasing
Run a longer job such as Chase overdue invoices from the Ask Spodus box, review the plan it proposes, and confirm before any email goes out.
Longer jobs work through a batch of records for you, such as every overdue invoice, and prepare what to do about each. Nothing happens until you review the plan and confirm it.
Things to know
- There are four longer jobs:
- Chase overdue invoices writes one payment reminder per customer.
- Triage incoming tickets proposes a priority, a category and an owner for tickets nobody has picked up, and drafts a first reply.
- Chase up stalled deals finds open deals past their close date, proposes a next action and drafts a follow-up.
- Clean up people and companies fills in blanks from what's already on the record and flags duplicates for you to merge.
- A job shows only if its board is on and you can see it.
- Each run works on a batch: up to 25 invoices or tickets, or 20 deals or records. If there were more, the reply says so. Run the job again for the rest.
- When you confirm, emails are really sent from Spodus. To send them, your role needs permission to send email.
- A plan must be confirmed within 30 minutes of when it's shown, and only once.
Run a job
- In the Ask Spodus box, type
/, or click Prompts and actions. - Under Longer jobs, click the job, such as Chase overdue invoices.
- Wait while it reads your records. A window opens with the plan, such as "Chase 3 overdue invoices".
Review and confirm the plan
The window starts with: "Nothing has happened yet." It lists who the job Will contact and each item it proposes.
- Click an item to see it in full. Change the Subject or Message of any email.
- Untick any item you don't want. It's struck through and left out.
- If an item shows a problem, such as Could not resolve, click I understand to go on without it.
- Click Confirm, which shows how many items will run. Or click Cancel. Nothing is changed if you cancel.
Undo a job
Right after a job runs, click Undo under its reply. You have 10 minutes, and only you can undo your own run.
- New records go to Trash and changed fields go back to what they were.
- Records someone else changed since the job ran are left alone, and the reply names them.
- Emails that were sent can't be taken back.