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