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HoneyBook, would you please consider these requests to improve automations 2.0?

 

With switching over from the old automations, I’ve noticed some gaps that I truly hope can be addressed soon or it might actually may make more sense for me to switch back to old automations. The biggest one being:

  • In 2.0, I am no longer able to automate emails based on project date and send session date email reminders ahead of the project date (not after). i.e., 1 week away, 1 day away, 21 days before session. With 2.0, I would have to manually do this for each session. The “wait” trigger is only based off of when the automation began.

The Requests

  • Within an automation be able to create actions (send emails, smart files, etc.,) based on project date. For instance, 5 days before project date, 14 days after project date.
  • Enable multiple triggers and actions within one automation. I.e., first payment made, calendal session scheduled, project date. This also eliminates multiple workflows for one project.
  • Enable the ability to delete or skip a step in the automation from the right side panel of a project once it is in use on a project.
  • Enable the ability to rearrange the order of steps within the automation.
  • Enable the ability to delete an automation from the right side panel of a project. 

 

Thank you,

S.

Yes!!! Why was the project date removed at all?


agreed! so frustrating



You are able to set the project date as a trigger and have it begin before a project date - does this help your use case? Let us know! 


An additional update request is to be able to edit an email that is triggered to send which requires approval.  There is no way to edit this email before sending and that is frustrating. 


Hey ​@Federico! You can upvote the feature request for that here :) 


Agree I loved being able to set different tasks to be done so many days or weeks before the project date. Not just the trigger starting point. 


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