In Brevo, you can easily automate the creation of tasks using an automation that includes the Create a task step, with our classic or our new automation editor.
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Automating the creation of tasks can help you save time and be more efficient by responding to lead and customer inquiries more quickly, as you are automatically reminded of any important tasks you might have. It also reduces the need for manual data entry and other repetitive tasks, allowing you to focus on more high-value tasks that require your expertise and judgment.
Good to know
- To learn what automation templates are available in the classic automation editor and how to use them, check our dedicated help center section.
- To learn how to create your own custom automation, check our dedicated articles Create an automation using the classic automation editor and About the new automation editor [BETA].
- To learn about the entry points/triggers, actions, and conditions/rules available, check our dedicated articles Available entry points, actions, and conditions in an automation and New automation editor [BETA] - Available triggers, actions, and rules in an automation.
To start, you can take a look at our video tutorial on how to create an automation to automatically create tasks 🚀.
In our following examples:
- Classic automation editor: We create an automation to automate the creation of a task called "Get back to client" after a contact fills in our sign-up form and is added to our contact list called "My CRM list".
- New automation editor: We create an automation to automate the creation of a task called "Get back to client", after a contact books the meeting "Course presentation" and is added to our contact list called "Beginner classes".
Step 1: Create your automation
To create your automation:
- Go to Automations.
- Click Create an automation.
- Select a predefined automation or create a custom one:
- Predefined automation: select an automation and click Use this automation.
- Custom automation: click Start from scratch, set the automation up, and indicate an entry point. In our example, we added the entry point A contact submits a form.
- Optional: Add any steps you'd like your contacts to go through before reaching the Create a task step. In our example, we added the step A contact is added to a list and selected our "My CRM list".
- Click Use the new editor [Beta].
- Optional: Click the name of your automation in the header to update it.
- Add a trigger. In our example, we added the trigger Meeting booked:
- From the Triggers tab, drag and drop the Meetings - Meeting booked step into the canvas.
- Click Add filters on the Event filters card, click Add filters to specify what meetings should trigger the automation. In our example we select Meeting name > Is exactly > Course presentation.
- Click Add filters.
- Optional: Click Add filters on the Contact filters card to restrict the automation to certain contacts.
- Click Apply to step.
- Optional: Add any steps you'd like your contacts to go through before reaching the Create a task step. In our example, we added the step Contacts - Contact added to list and selected our "Beginner classes" list.
Step 2: Add the "Create a task" step
To be able to automatically create a task, you need to add the Create a task step to your automation:
- Click +.
- Select Perform a CRM action > Create a task.
- Set up your task:
- Category: select what type of task you want to create (Email, Call, Todo, Meeting, Lunch, Deadline, or LinkedIn.)
- (Optional) Title: enter the name of your task. The placeholder text will be the default value if you don't specify a name.
- Due date: select a due date for the task (immediate or a certain number of days after the task is created). You can also select the duration of the task.
- (Optional) Notes: add some information about the task, e.g. important details that you shouldn't forget to tell the client.
- (Optional) Assignment: select whether the task should be assigned to the contact owner, to a specific user, or if it shouldn't be assigned.
- Click Ok.
- Optional: Add any steps you'd like your contacts to go through after reaching the Create a task step.
- Once you're done creating the workflow, click Activate the workflow.
- From the Actions tab, drag and drop the Deals - Create a task step into the canvas.
- Set up your task:
- Task type: select what type of task you want to create (Email, Call, Todo, Meeting, Lunch, Deadline, or LinkedIn).
- Title: enter the name of your task.
- (Optional) Note: add some information about the task, e.g. important details that you shouldn't forget to tell the client.
- (Optional) Task assignment: toggle Assign a specific user and select the user to assign the task to. If you don't select a user, the task is assigned to the contact owner by default.
- (Optional) Due date and time: toggle Setup when the task is due and select a due date for the task (immediate or a certain number of days after the task is created) and a due time.
- Click Save.
- Optional: Add any steps you'd like your contacts to go through after reaching the Create a task step.
- In the top bar, click Activate automation.
- In the Re-entry after exit section, activate the Allow contact re-entry after exit option.
- Click Activate automation.
Now, anytime your contacts will go through the automation, a task will be automatically created.
⏭️ What's next?
- Create a task
- Create an automation to automatically create deals
- Create an automation after a deal stage is updated
🤔 Have a question?
If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.
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