• Remember, the entire workflow is done for you to streamline your process (It's DFY, not DIY) so you may not have many updates to make! 
• If you're unsure about an update you'd like to make, write it into your Intake Navigator with a comment until you can consult with the Practice Axis team during your Workflow Session
• The goal is to have all updates to automations complete during the first 4 weeks of the Launchpad program and most updates are included, and you can add up to two custom automations during the Launchpad program. 
  • After the first 8 weeks, some updates remain unlimited and some are available for an additional fee. A menu of updates can be found here.
    

Bring your Intake Navigator to your 1-1 Workflow Walkthrough Session. During this 1-1 session, we'll discuss best practices and identify which updates could work best your unique practice. 

How to Communicate Updates to an Automation in your Workflow

Everything under a Lightning Bolt in your CJN is an Automation in your Workflow. If you see an automation you need to update:

1. Write your changes into the CJN
2. Track with a comment
3. All adaptations to automations will be submitted via Supportal by Berit following your Workflow Walkthrough Session

Be sure to watch the video below to ensure you're tracking updates correctly.

You can write in any changes to your workflow. Start updating the title with your practice's name.

Editing in Notion can be finicky...Watch this video below on how to edit using the Notion tool.