Edit Automation Emails and Project Details on the Fly and Choose which MEC sections to add via Quick Add

We released several new features this past week:

When a task automation triggers an email or creates a new project, we now pause and let you review and edit the details before anything is sent or created.

Check off a task with a "Send Email" and/or "Create Project" automation and you'll see a full slide-out panel to edit any details before sending and/or creating. Additionally, you have the option to skip sending and/or creating altogether, if needed.

This gives your team more flexibility with automations so you can send or create what you need to, when you need to!

When adding sections to a project OR a template via , you now get to choose exactly which report sections to include.

A new window appears that lets you expand each section, toggle individual reports on or off, and add only what you need, so your projects stay clean and relevant to the engagement at hand.