🛠 Dataset Actions

Automate workflows connected to your datasets.

Steps:

1. From a dataset, click Actions.
2. On the Actions page:
   • See number of actions + AI suggestions
   • Drag boxes to organize
   • Add actions (+): Email, Project, Calendar, Document, Integration, Call, WhatsApp
3. Configure each action (e.g., for Email: template, subject, timing).
4. Save at the top right.