Jul 22 ā¢ General Discussion š¬
š§ Build Automations That Only Trigger When Prerequisites Are Met
Too many automations move fast ā but not smart.
š” Precision beats speed when the goal is reliability, consistency, and customer trust.
Hereās how to make sure your automations only run when the groundwork is done š
ā
Why Prerequisites Matter
š Prevent errors
Avoid incomplete actions, missing data, or skipped steps.
š§© Keep processes logical
Trigger actions only in their proper business context.
š Improve data quality
Validate that required fields, approvals, or conditions are in place before firing automations.
š§ How to Build Prerequisite-Driven Workflows
šļø 1. Define Clear Conditions
What must be true before this automation runs?
(Example: Form completed, deal marked āClosed Wonā, approval granted.)
š§ 2. Use Conditional Logic
In tools like Zapier, Make, or n8n, build smart logic like:
IF payment received AND contract signed ā THEN send onboarding email
š 3. Stack Dependencies
Sequence multi-step automations to ensure each action depends on a completed step.
šØ 4. Add Fail-Safes
Build error-handling logic or alerts for missing prerequisites to avoid silent failures.
š¦ Real Example: Sales Handoff Automation
š Prerequisite:
Deal marked āClosed Wonā
All contract fields are filled
āļø Triggered Action:
Automatically generate onboarding tasks for operations
ā
Outcome:
No premature handoffs
Zero missing details
Smoother client onboarding
š§ Keys to Automation Success
ā Design with dependenciesānot just triggers
ā Test for edge cases and skipped steps
ā Regularly review and update your workflow conditions
š£ Bottom Line:
Smart automations wait until theyāre needed.
They donāt just do thingsāthey do the right things, at the right time.
Make your workflows smarter, more predictable, and trusted.
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š§ Build Automations That Only Trigger When Prerequisites Are Met
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