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We’ve rolled out a series of updates that make your workflows smarter, faster, and more secure than ever. From AI-powered rule creation and enhanced automation to improved email, communication, and security features — every enhancement is built to give you more control, flexibility, and insight into your daily operations.
Whether you’re streamlining processes, managing projects, or automating communication, Yoroflow’s latest updates are designed to make work feel effortless and empower teams to focus on what really matters — results.
Let’s take a look at what’s new and how it can transform the way you work!
Discover What’s New
Form Field
You can now use both dynamic and static values when mapping data into formula fields — giving you even more flexibility and control over your workflows.
Whether you’re pulling live data from other form fields or adding fixed reference values, this update lets you customize calculations, automate logic, and simplify complex operations — all without extra effort.
This enhancement helps you build smarter, more responsive forms that do the heavy lifting behind the scenes — so you can focus on what matters most: your data and your decisions.
Security in YoroProject and YoroCRM
We’ve rolled out a new update to enhance project access control!
Now, only teams with create permissions can create tasks within a project — ensuring better ownership and clarity in task management.
But that’s not all — we’ve also introduced a separate launch permission option. This means users who aren’t part of the project’s core team can still launch the project if they’ve been granted launch access.
This update brings more flexibility to your workflow — allowing you to maintain tighter control over task creation while empowering other users to move projects forward when needed.
Enhanced Security for Integrated apps
We’ve added an extra layer of security for integration credentials.
Now, whenever a user updates sensitive details like a secret key or other integration credentials, the system will ask for login re-verification to double-check identity and prevent unauthorized changes.
And for applications that use SSO (Single Sign-On), we’ve gone a step further — an OTP will be sent to the registered email ID for an extra layer of authentication.
This additional step ensures that only authorized users can make such changes, keeping your integrations and data secure and protected from unauthorized access.
A small step for users, but a big step for data security!
Text Editor in Email Based Event Automation
Now, users can align and format their automated emails effortlessly. We’ve added a built-in text editor to email-based event automation — giving you full control over how your automated messages look and feel.
Whether you want to adjust alignment, style your text, or fine-tune your message layout, this update helps you create clean, professional, and personalized emails — all within your automation flow.
Your automated emails just got a style upgrade!
File Sources in YoroAI Chat
Now, users can access sources not only from web-based searches but also from file-based searches — making information retrieval faster and more comprehensive than ever.
You can view the file directly with a click or download it instantly for deeper review.
This update helps you get accurate answers with verified sources, whether they come from online data or your uploaded documents — all in one seamless YoroAI Chat experience.
Concurrent User Login
We’ve introduced a new option for concurrent user logins!
Now, users can choose whether to allow the same account to be accessed on multiple devices at once. Simply enable the toggle button to allow concurrent logins — perfect for those who work across different devices.
If the toggle is disabled, the system will ensure only one user stays logged in at a time. When another user logs in using the same account, the first session will automatically be logged out.
This update gives you more control over account access and security, letting you decide what works best for your workflow.
AI Configuration
With this update, account administrators can now decide where to enable or disable AI features across the platform.
Whether you want AI assistance in specific areas or prefer to keep some workflows manual, you’re in charge. This gives admins the flexibility to customize the AI experience based on team needs and data preferences.
A smarter, more controlled way to use AI — only where it truly adds value.
Exotel Integration
In our latest update, we’ve introduced Exotel integration to make your communication process faster and more efficient.
With this integration, users can now make calls directly, record audio, and even sync contacts seamlessly with their Exotel account.
We’ve also added customizable security settings so users can manage and protect their Exotel credentials with confidence.
This update ensures your customer interactions stay organized, secure, and effortless — all from within your workspace.
Spam Score for Attachments in email campaign
In our latest update, the system will now analyze spam scores not just for your email content, but also for any attachments included in your campaign.
This enhancement helps you ensure your messages — and their attachments — stay clean, credible, and inbox-ready, improving your overall email deliverability and campaign performance.
No more worrying about hidden spam triggers — we’ve got you covered!
Usage Tracking insights
We’ve added a powerful new feature — Process Execution — under usage tracking to help admins gain deeper insights into workflow performance.
Now, users can simply click the numbers to view detailed insights in a table format and even download the data in Excel for further analysis.
You can also view and export task completion details, making it easier than ever to track progress, identify bottlenecks, and optimize your processes.
Usage Alert Settings
We’ve introduced a new update that lets users send alert messages based on service usage limits.
Now, you can track how much of a service is being used, and set up custom alerts to notify the right people when certain thresholds are reached.
You can even assign different users for different limit levels and create multiple alert settings — giving you full control over monitoring and notifications.
With this enhancement, you’ll never miss a usage spike or overage again — stay proactive and in control!
Each update — big or small — is designed to help you save time, stay secure, and get more done effortlessly. With AI-driven intelligence, improved customization, and enhanced reporting, we’re making sure your workflows keep evolving with your business.
Keep exploring these new features, try them out, and see how they transform your everyday work. Because at Yoroflow, innovation never stops — and neither should your productivity.
