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.
