How do I choose my automations and why does Fold recommend some?
In More › Choose automations, at the top, Fold recommends up to three, each with its reason: it comes from your files (for example, if you have an invoices spreadsheet with due dates), from what you said in «Tell us how you work», from what you often ask it and from what your plan allows. If it does not know anything about your company yet, it recommends what works best in your sector and says so. Below there are three sections: «Yours» (what it already does for you, with what it did this week), «Add» (what you can switch on, grouped by what it is for) and «What it has done». Each card says what it does, what it needs from you and, with «See what it looks like», an example of what you get.
What I recommend
At the very top, Fold recommends up to three automations, and each one says why. The reason comes from what it knows about your company, in this order: your files (if you have a sales invoices spreadsheet with due dates, it recommends the overdue payments alert or «Chase what is overdue»; if you have your fleet spreadsheet, the MOT reminder), what you said in «Tell us how you work» (for example, that follow-up is hard for you), what you often ask in the chat and, always, what your plan lets you switch on now. It never recommends something you already have or something that does not fit your plan.
If it has not read your files yet or does not know how you work, it recommends what works best in your sector and says so («For your sector»). As soon as it reads your spreadsheets, the recommendation updates itself.
Yours
What Fold already does for you, in one list: the ones included in your plan, the ones you chose and the ones we built for your company («Built for your company»: running, being built and, if something of yours is missing, Fold asks for it right there). Each one shows what it did this week (for example, «I flagged 3 overdue payments»), taken from its log: Fold never shows figures it has not measured. On the installed Fold, each one is switched on or off with its switch, and «Adjust» takes you to where you say what it watches. If you switch off «Pending and overdue payments, and possible duplicates», those alerts also stop showing in Your day, on the home screen and in Business alerts; asking about them in the chat still works.
Add
What you can add with your plan, grouped by what it is for: get paid sooner, payments and costs under control, nothing slips through, less paperwork, look after your customers and get noticed. At the top you see how many you have left. Each card says what it needs from you («You already have it» if Fold already sees it in your files) and, with «See what it looks like», an example of what you would get, with made-up data. «Switch on» starts it right away; in the cloud, medium ones are requested with «Request it» and Fold Burnao sets it up with you. At the bottom, «Later on» lists the ones we are finishing, and «Request a new one» or «Book a meeting» are for anything not in the catalogue.
What it has done
Every time an automation works, it is logged here, by day and newest first: the time, what it did and how it ended (Done, Nothing new or Failed).