Daylite Automator
You provide the logic – we provide the script
Exclusively for Mac, iPhone & iPad
Daylite Automator
You provide the logic – we provide the script
Exclusively for Mac, iPhone & iPad
Start your custom workflow with a single right click.
Start your custom workflow with a single right-click.
Automate routine processes
If you identify workflows in your company that are repeated over and over again, you can automate them via a script and save yourself time and money.
Timed actions
If there are activities that need to be done, for example, every hour or once a day, the Daylite Automator can do it for you automatically.
What you can do in Daylite with a mouse & keyboard, you can also automate
The Daylite Automator from Plus Package for Daylite helps you to automate recurring activities using a predefined script.
Let’s say you need a company’s address added to the location field of an appointment so you can navigate with your car or iPhone via the Calendar app. Instead of doing this with repeated copy & paste you can use the included Daylite Automator action “Transfer primary address to the appointment” to perform this action for many appointments at once with a single click.
Or what if you want to make sure that every colleague who has not filled in certain fields on a record is notified? The Daylite Automator creates a daily task for each incomplete record and delegates the task to you or the creator of the original record.
Nearly every action in Daylite can be automated with a script. There are no limits to your imagination. Have something you need automated? Talk to us!
Most important features
- Your own action chain: Define a sequence of actions you want to perform in Daylite with one click. We make the script for you.
- Your own right-click: Add your own individual action chain to the right-click menu to run it quickly.
- Timed actions: Each action chain can also run independently in the background at fixed intervals.
- Affordable customization: The Automator is part of ProductivityTools. The actual customization is done by creating a script. In contrast to complex custom developments, scripts are simpler and therefore cheaper to implement.
Related topics:
Experience Daylite and the Plugins live
Book our Online-Webcasts
Learn more
This function belongs to the section: Scale Your Business.
Blog Entries | Scale Your Business
The best CRM for Mac has just got even better! Now with Google Calendar synchronisation!
Do you have to maintain a Google Calendar as well as your Daylite calendar because your business partner uses Google? Would you like to connect your...
New to the Daylite Plus Package: Your personalized dashboard
Numbers and analytics are an everyday part of sales and project work, but you shouldn't have to click them together manually. That’s precisely why...
Comments in Daylite: The easy way to share knowledge with your team
As a Daylite user, you know the advantage of email integration: you always have an overview of your communications with customers and partners. This...





