Which automations does my installed Fold have and how do I start them?
Your installed Fold has four automation screens in the More menu.
Your installed Fold has four automation screens in the More menu. "Automations" shows what Fold already does by itself, with its switch and how it last ended: four small ones come as standard in every paid plan (morning summary, folder reading, proposals and backup), plus the ones you picked from the catalogue. "Choose automations" lets you pick the small ones from the catalogue (5 in Core, 10 in Business, all in Scale) and the medium ones your plan includes; Core's is "Chase what is overdue". "Step-by-step workflows" is where the owner switches it on: it prepares the draft reminder for each overdue payment for your approval. "Automations on this computer" starts rules on your Excel files. Everything is reported in "For your approval": no email or message leaves this computer.