From project creation to seamless hand-offs, project planning, and real-time updates, Rocketlane automation streamlines every aspect of your workflow. Let automation be your guiding light as you navigate the path to seamless project execution.

Timestamps:

00:00 Introduction
01:56 Automation is here to stay
07:08 Integrate your CRM
12:51 Automate sales hand-offs with forms
17:45 Import project template based on form response
24:50 Dynamic project template
26:31 Auto-allocate resources to projects
30:24 Use Resource AI to plan your team
35:24 Automate project updates sent to customers







Check out our Academy - https://academy.rocketlane.com/