This month is all about automations 2.0, with updates built directly from your requests. Build smarter automations with tags, automatically archive projects to keep pipelines organized, see your automations on homepage, and more!
Use tags as automation conditions
Tags are now more than just organizing tools—they’re part of your automation logic. Use them to pause flows until a tag is applied, branch projects down ‘Yes/No’ paths, and filter triggers for more precise control. This means your automations can now adapt more precisely to how you work, not the other way around.
For example, you can create an automation that sends luxury wedding clients a premium welcome sequence by adding a “Wait until luxury tag is added” condition, ensuring only the right clients receive the elevated experience.
Archive as an action
Keep your pipeline clean with automated archiving that works behind the scenes. You can set rules and conditions that archive projects without manual effort, while adding a required reason to ensure proper documentation. Now you can maintain an accurate pipeline with less time spent on busywork, letting you focus on active projects that deserveyour attention.
Automations on your home page
Meet your new automation command center. Your automations are now front and center on your HoneyBook homepage. You can view pending approvals at a glance, track recent automation runs, and get prompted to explore the latest automation features giving you instant visibility into what needs attention and what’s working well.
Create templates directly in the builder
Create new email or file templates inside the automation builder and use them immediately. This helps you build faster without switching tabs or losing momentum. When inspiration strikes or you spot a gap in your communication sequence, you can build the template right there and keep moving forward with your automation setup.
Task reminders through email
Tasks created in an automation now send reminder emails on their due dates, just like manual tasks. You’ll never miss an important step, and your team can stay aligned without extra check-ins. This ensures automated workflows maintain the same reliability as your manual processes, so nothing falls through the cracks as your business scales.
