Skip to main content
What can we help you with?
Audience: Customer
Module: Automation
Time to read: 3 minutes
Applies to: All plans
Quick answer
Automations should be reviewed regularly to ensure they still support the business.
What to monitor
• Which automations are active
• How often they trigger
• Whether actions are still relevant
When to adjust automations
• Business processes change
• Team structure changes
• Automation causes confusion
Best practice
Automation is not “set and forget”.
Related articles
• How do I design automation workflows?
• How does Automation connect to Finance?