Automations just got even more powerful. With this month’s releases, you can use tags to personalize flows, automatically archive projects, create templates on the fly, and more—all designed to help you streamline client management and save time.
📣 Note
New features are rolled out in batches to ensure steady deployment and might not be instantly accessible. Feel free to contact our Support team if you have any questions.
The updates mentioned in this article are only available in Automations 2.0
Use tags as automation conditions
Tags are now more than just an organizing tool—they’re part of your automation logic:
Add a “Wait until tag is added” condition to hold a flow until the right tag is applied
Direct projects down a “Yes” or “No” path based on tags
Filter all triggers by both project type and tag(s) for more precise control
This means your automations can now adapt more precisely to how you work, not the other way around.
Automatically archive projects
Keep your pipeline clean with automated archiving:
Set rules and conditions that archive projects without manual effort
Provide a required reason for archival to ensure proper documentation
Now you can maintain an accurate pipeline with less time spent on busywork.
Create templates directly in the builder
No need to pause your workflow—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.
Automations on your home page
Your automations are now front and center:
View pending approvals at a glance
Track recent automation runs
Get prompted to explore and use the latest automation features
All from your HoneyBook homepage—no extra steps required.
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.
Learn from HoneyBook Pros
In August, HoneyBook hosted 2 Academy webinars on automations, covering both fundamentals and advanced strategies. Members also joined live office hours to get answers and build automations in real time.
Missed them? The recordings are available anytime in HoneyBook Academy.
Why this matters
With these updates, automations become your central hub for:
Personalized client experiences (tags as conditions)
Cleaner pipelines (auto-archiving)
Faster workflow building (in-builder templates)
Better visibility (home page widget)
Reliable task management (email reminders)
Whether you’re just starting with automations or scaling complex workflows, these enhancements give you the flexibility and control to run your business more efficiently. Explore automations and start putting these new features to work in your projects!