---
title: Sisäiset automaatiot
info: "Automate repetitive tasks to reduce manual work and keep your data accurate."
image: /images/user-guide/workflows/internal-automations.png
sectionInfo: Automatisoi prosessit ja integroi ulkoisten työkalujen kanssa
---

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  <img src="/images/user-guide/workflows/internal-automations.png" alt="Header" />
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Below are workflow examples you could roll out to automate repetitive tasks to reduce manual work and keep your data up-to-date.

## Data Management Automations

### Auto-Flag Personal Emails

**Problem**: Your team needs to identify personal vs. business email addresses for better targeting and compliance.

**Solution**: Create a workflow that automatically updates an "is personal email" field whenever an email address is added or updated.

**Laukaisin**: Tietue päivitetään (Henkilöt-objekti, Sähköposti-kenttä)

**Toiminnot**:

- Code action to check if email domain matches common personal providers (gmail.com, yahoo.com, etc.)
- Update Record to set the "is personal email" flag

### Lead Assignment - Round Robin

**Problem**: New leads need to be distributed fairly across your sales team to ensure balanced workloads.

**Solution**: Automatically assign new leads to sales reps using a round-robin system.

**Laukaisin**: Tietue luodaan (Henkilöt-objekti)

**Toiminnot**:

- Search Records to find the last assigned rep
- Code action to determine next rep in rotation
- Update Record to assign the lead to the selected rep
- Send Email to notify the assigned rep

### Lead Assignment - Territory Based

**Problem**: Leads should be assigned based on geographic territories or company characteristics.

**Ratkaisu**: Ohjaa liidit sopivimmalle myyjäedustajalle sijainnin, yrityksen koon tai toimialan perusteella.

**Laukaisin**: Tietue luodaan (Henkilöt tai Yritykset -objekti)

**Toiminnot**:

- Code action to determine territory based on location/industry rules
- Search Records to find the territory owner
- Update Record to assign the lead
- Create Record for a follow-up task

## Sales Process Automations

### Opportunity Stage Management - Closed Won

**Problem**: When deals close, multiple manual updates are needed across different records and team members.

**Solution**: Automatically handle all post-win activities when an opportunity moves to "Closed Won".

**Laukaisin**: Tietue päivitetään (Mahdollisuudet-objekti, Vaihe-kenttä = "Suljettu Voitettu")

**Toiminnot**:

- Update Record to change Company type from "Prospect" to "Customer"
- Create Record for onboarding tasks assigned to account manager
- Send Email notification to customer success team
- HTTP Request to update external billing system

### Opportunity Stage Management - Closed Lost Renewal

**Problem**: When renewal opportunities are lost, the customer status needs to be updated for proper account management.

**Solution**: Automatically update customer status when renewal deals are lost.

**Laukaisin**: Tietue päivitetään (Mahdollisuudet-objekti, Vaihe = "Suljettu Hävitty" JA Tyyppi = "Uusinta")

**Toiminnot**:

- Update Record to change Company type from "Customer" to "Churn Customer"
- Create Record for churn analysis task
- Send Email alert to customer success manager
- Update Record to add churn date and reason

### Vanhojen mahdollisuuksien hälytykset

**Problem**: Opportunities sit without updates, causing deals to go cold and forecasts to become unreliable.

**Solution**: Send automatic alerts when opportunities haven't been updated recently.

**Trigger**: On a Schedule (daily)

**Toiminnot**:

- Search Records for opportunities not updated in X days
- Code action to format alert message with opportunity details
- Send Email to opportunity owner and manager
- Create Record for follow-up task if no response

## Productivity Automations

### Weekly Task Recap

**Problem**: Team members lose track of their upcoming tasks and deadlines.

**Solution**: Send automated weekly email reminders with task summaries.

**Trigger**: On a Schedule (every Monday at 8 AM)

**Toiminnot**:

- Search Records for tasks due this week by assignee
- Code action to format task list by person
- Send Email to each team member with their task recap
- Send Email to managers with team overview

### Meeting Follow-up Automation

**Problem**: Important action items from meetings get forgotten or delayed.

**Solution**: Automatically create follow-up tasks when meetings are scheduled or completed.

**Laukaisin**: Tietue luodaan (Toiminnot-objekti, Tyyppi = "Kokous")

**Toiminnot**:

- Create Record for pre-meeting preparation task
- Create Record for post-meeting follow-up task
- Send Email reminder to attendees
- Update Record to link tasks to the meeting

### Cross-Object Field Synchronization

**Problem**: You need information from related records easily accessible (e.g., main contact's email on opportunity record).

**Solution**: Automatically sync fields between related objects until nested fields are available.

**Laukaisin**: Tietue päivitetään (Mahdollisuudet-objekti, "Yhteyshenkilö" -kenttä)

**Toiminnot**:

- Search Records to find the linked person's details
- Update Record to copy email address to opportunity
- Update Record to copy phone number to opportunity
- Päivitä tietue kopioidaksesi yrityksen tiedot

## Datan validointi ja puhdistus

### Puhelinnumeroiden standardisointi

**Ongelma**: Puhelinnumerot syötetään eri muodoissa, mikä vaikeuttaa käyttämistä soittamiseen tai viestintään.

**Ratkaisu**: Muotoile puhelinnumerot automaattisesti vakiomuotoon, kun niitä syötetään.

**Laukaisin**: Tietue päivitetään (Henkilöt-objekti, Puhelin-kenttä)

**Toiminnot**:

- Kooditoiminto puhelinnumeron jäsentämiseksi ja muotoilemiseksi
- Update Record with standardized phone format
- Update Record to add country code if missing

Monimutkaisempien automaatiotarpeiden osalta, harkitse [Ammattipalvelujen](/l/fi/user-guide/workflows/professional-services) käyttöä tai tutustu [Ulkoisiin apuvälineintegraatioihin](/l/fi/user-guide/workflows/external-tool-integration).