For enhanced control over your projects on-the-go, you can apply, remove, and approve the steps for project-specific automations via mobile app.
Need to adjust your automations from desktop instead? Learn how here.
At this time, new automation templates cannot be created from the mobile app.
Apply an automation to a project
1. First, open your HoneyBook mobile app.
2. Locate the project to which you’d like to apply an automation. You can:
Search via the search icon at the top of your app's home screen (pipeline view)
Locate the project from the Projects list in your pipeline
3. Tap the project name to open it.
4. From within the project, tap the three-dot icon to the top right of your screen > Apply automation.
5. Tap the automation that you’d like to apply > tap Activate to confirm.
📚 Tip
You can use the sort drop-down to easily find the right automation!
The automation will now be applied to the project workspace, and the automation steps will start activating at the correct triggers.
Remove an automation from a project
1. Open your HoneyBook mobile app.
2. Locate the project that you’d like to remove the automation from. You can:
Search via the search icon at the top of your app's home screen (pipeline view)
Locate the project from the Projects list in your pipeline
3. Tap the project name to open it.
4. Tap the automation > Remove from project.
5. Tap Remove to confirm.
The automation will now be removed from the project workspace, and no further automation steps will trigger.
Approve an automation step
1. Open your HoneyBook mobile app.
2. Locate the project for which you'd like to approve an automation step. You can:
Search via the search icon at the top of your app's home screen (pipeline view)
Locate the project from the Projects list in your pipeline
3. Tap the project name to open it.
4. Tap the Tasks section.
5. Tap the box by the automation step that you'd like to approve > Approve & send.
The automation step will be approved, and the email (and file, if applicable) will send to all workspace participants.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!