Operations and Automation

Runbooks and operational guides for scheduling, queues, agents, and messaging.

Topical guides (numbered)

• 1. Agent scheduling and batching
  • 1.1. Key choices
  • 1.2. Daily and monthly routines
  • 1.3. Scheduling guidance
  • 1.4. Example: nightly refresh sequence
  • 1.5. See also
• 2. Queues and context menus
  • 2.1. Patterns
  • 2.2. Legacy note
  • 2.3. Modern approach
  • 2.4. See also
• 3. User messages and notifications
  • 3.1. Scenarios
  • 3.2. User messages in M‑Files
  • 3.3. Bulk email notifications
  • 3.4. Best practices
  • 3.5. Detailed guide
  • 3.6. See also
• 4. Operational tips
  • 4.1. Field notes
  • 4.2. Highlights
  • 4.3. See also