About Automations

The Automations section in AdvisorStream is designed to help you streamline, personalize, and optimize your client communications. With AdvisorStream’s enhanced automation features, you can efficiently manage all your newsletters, market reviews, alerts, and more—all from one user-friendly dashboard. 

This guide will walk you through what the automations section allows you to do, and how to make the most of these powerful tools.

What Can You Do in the Automations Section?

The Automations section empowers you to:

• Centralize Management: Access and control all your communication automations (weekly newsletters, monthly updates, set & forget campaigns, market summaries, and alerts) from a single, organized dashboard.
• Save Time: Easily schedule and configure when and how your communications are sent, removing the need to search through different menus or tabs.
• Customize Content: Choose from a variety of communication types—each with flexible delivery options and customizable settings to fit your needs.
• Optimize Outreach: Tailor automation levels for each communication, ensuring the right clients get the right information at the right time.

Getting to Know Your Automations

When you land on the Automations page, you’ll see all your active automations in one place. Each automation shows helpful details — like when it was created, who it sends to, and how it’s delivered.

Need to make a change? Use the Actions menu to edit or delete an automation at any time.

Ready to set up something new? Just click Create Automation and follow the prompts.

This way, you’re always in control of your automations — whether you’re fine-tuning an existing one or building from scratch.