> ## Documentation Index
> Fetch the complete documentation index at: https://docs.partnero.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automation

> Tag, convert, or clean up partners, customers, and transactions automatically.

6 articles in this topic.

* [Automation overview](/knowledge-base/automation/automation)
* [Automatically delete inactive customers](/knowledge-base/automation/automatically-delete-inactive-customers)
* [Automatically convert a lead when a transaction is received](/knowledge-base/automation/convert-a-lead-when-a-transaction-is-received)
* [Automatically send emails based on partner activity](/knowledge-base/automation/automatically-send-emails-based-on-partner-activity)
* [Send emails automatically when a tag is assigned](/knowledge-base/automation/send-emails-automatically-when-a-tag-is-assigned)
* [Automation logs](/knowledge-base/automation/automation-logs)


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