How to add or remove records to a tag within automations?

In the Automation functionality, it is possible to create actions when a automation is triggered. This way, you can also make a record being added to a certain tag, or also remove a record from a tag. CRM-automationAction.png

In the next step, you select the Object for this record, followed by the specific Tag you want this record to be added to.
CRM-automationAction2.png

Click on Confirm and the action is now added to your automation.
CRM-automationAction3.png

Want to know more about the Automation functionality? Read this article: Automations

Looking for more in-depth knowledge about the Tags module, where you can manage re-usable segments of records? Read all about it in this article: Tags