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Automation
Automate your reporting processes
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Automating your reporting processThese ten steps detail how you can use ClearPoint's scheduling and reminder features to automate your reporting.
Automation & integration - Managing schedulesThis article walks through how to automate actions in ClearPoint to run on a schedule.
Automation & Integration - Using the Scheduling CalendarThis article walks through how to use the Schedule Calendar in ClearPoint.
Automation & integration - Using ClearPoint and ZapierThis article explains the types of integrations you can create between ClearPoint and Zapier.