Review and optimise workflows

Check existing automation for errors, redundancies, and missed triggers. Simplify where you can and fix what is not working.

Introduction

Workflows that made sense six months ago may have drifted. Triggers might fire on the wrong conditions, redundant automations might clash, and some workflows might simply not work as intended anymore. This chapter gives you a structured review process for auditing your existing automation. You will learn how to spot common problems, simplify over-engineered flows, and keep your automation layer lean and effective.

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Conclusion

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Further reading

CRM essentials

CRM essentials

Check existing automation for errors, redundancies, and missed triggers. Simplify where you can and fix what is not working.

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