Automo.ai

Easier finance approval setup

Finance Settings now shows a short setup checklist for approvals, so admins can see whether approvers, a fallback approver and escalation are in place.

Mejora · Operaciones ·

Finance Settings now shows a short setup checklist for approvals, so admins can see whether approvers, a fallback approver and escalation are in place. When no approvers are set up, the Approvals page says so and links straight to the settings, so it no longer looks like you're all caught up.

octubre de 2026 · Lanzamientos y mejoras

Change a task's status or delete it from the task's own sheet · Call History now shows phone numbers in a readable format

Operaciones

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