OBI Services will help you set up your Flow Automation in your SuiteDash platform for an easier and smoother client journey.
Here are the things we will need for this task:
- Admin User credentials (SuiteDash) are to be shared via Dashlane. – Please click here on how to share credentials. You can create a staff member using this email: tech@obi.services.
- Content – What do you want to place inside the page?
- Title and description – What do you want to name this page/ menu title name?
- Images – What images do you want to place on your flow content?
- Embed Codes – If you want to embed other tools in your flows
- What are the steps of the flow? – What are the triggers, and what are the actions?
**Please note that OBI Services is now supporting content creation. Please visit our Team VA page for more information.