4d • General discussion
Put a Review Date on Every Automation
Command note: automations don't break on the day you build them. They break three months later, quietly, while nobody is looking.
The account changes underneath the workflow. A field gets renamed. An offer retires. A booking policy moves. The automation keeps firing against a world that no longer exists.
What rots fastest:
• Seasonal or promo sequences nobody ever turned off
• Workflows tied to a form or field someone edited later
• Reminder timing set for a scheduling rule that changed
• Templates naming an offer, a price, or a person who is gone
Do this today:
1) Add a review date to every workflow name or description. "Review 2026-11-01" is enough.
2) Put the same date on your own calendar, one recurring block per client per quarter.
3) At review, ask three questions: does it still fire, does it still say true things, does it still end?
4) Kill anything you cannot justify. An automation you keep "just in case" is a liability you are not watching.
Let AI do the first pass. Ask it to list every workflow, when it was last edited, and when it last touched a contact. Anything untouched for 90 days is either dead or dangerous, and you want to know which one before the client does.
Automations do not age well on their own. Give every one of them a date it has to answer for.
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Put a Review Date on Every Automation
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