Hello, Looking to create automated Task assignment [for newly created Tasks] based on criteria [sort of like Lead Assignment rules] and felt Flow would be the solution to go for this as per the attached doc. Any comments/suggestions if there is a better way?
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Yup, auto-launch flow would be the right approach. Based on your use case we might be to use combination of PB and Flow. This video explains all involved steps and logic. https://www.youtube.com/watch?v=37KrxoxrSZ0
