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Using Automations

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We've now built an event and filled out important information. Let's use Sparrow's built-in automations to iterate off of that info.
Automations can take up to 5 minutes to run. You can leave the automations page at any time and they will continue to run in the background.
  1. 1.
    Go to the Event Details page. From the homepage, click Events in the navigation. In the search bar type "My Sparrow Test Event" and click on the card that appears in the search results.
  2. 2.
    Go to the Automations section. From the Event Details page, click the "..." next to the Tasks tab to open a dropdown of additional tabs. Select Automations and click + Add New to add a new automation. Enter the following information: Automation: Do some research Click Save Select + Add New again and enter: Automation: Create marketing plan Marketing Plan: Demo marketing plan Click Save Select + Add New again and enter: Automation: Create Graphics Graphics: Demo: Square (On Sale) and Demo: Landscape Click Save Select + Add New again and enter: Automation: Merge Email Template Template: Demo: Agent email Click Save Select + Add New again and enter: Automation: Add Task Groups Task Groups: Demo: In House Click Save
  3. 3.
    Review your completed automations. From the Event Details page, go back to the Automations tab to view their status. If they are 'Done', then move on to the following steps: Click "Do Some Research". Look at 'Genre', 'Similar Artists', and listen to a few tracks. Use this information to update event info in your Event Details page (e.g. Similar artists). Go back to your Automations tab and click "Create Marketing Plan". Right-click each image and select 'Save As' to save it to your computer. Upload these graphics to the Assets tab in your Event Details page. Go back to your Automations tab and click "Create Graphics". Click 'PDF' to download the marketing plan as a PDF. Use this to create a marketing plan that can be sent to the agent or internal team. Go back to your Automations tab and click "Merge Email Template". Use this automation to quickly write emails, such as a welcome email to the agent in this example. Go back to your Automations tab and click "Add Task Group". This will give you a summary of tasks that have been created, which we will cover more in the next section.
Congratulations! In just a few clicks we've started building out assets, such as graphics, plans, emails, etc. Next, let's dive into Sparrow's powerful task manager.