When building an automation template, add conditional logic (if/then) for enhanced customization and control. We’ll cover how to add conditions to your automations, plus tips for use, below.
📚 Tip
This article covers Automations 2.0, HoneyBook's new automations builder with conditional logic, 3rd party app integrations, and more. Learn more about Automations 2.0 here.
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Select the plus (+) sign to add a step > Condition
From the condition drop-down in the sidebar, select the condition
Learn more about the conditions available here
If selecting a file-related condition, you can specify which files the condition will check for:
Any file in the project,
File sent in previous step of the automation, OR
Specific file templates
Toggle Set timeframe for condition ON or OFF
If toggled ON, set the timeframe: X number of minutes, hours, days, weeks, or months
The automation will check if the condition was met within the defined timeframe; if it’s not, the automation will follow the “No” path
If toggled OFF, the automation will check if the condition was met as soon as it reaches the condition step. If it's not; the automation will follow the "No" path
Your automation will now include the condition and will branch along two paths: “Yes” if the condition is met, and “No” if the condition is not met.
Continue building out your automation along the two paths. Remember to toggle the automation state to Active when you’re done; this will allow the automation to start running in projects when the trigger is met.
Suggestions for adding conditional logic
Before you build out your automations, try mapping out your own business process. If you find yourself repeating one of two separate actions depending on if a criteria is met, that might let you know it’s time to use a condition in your automations.
For example: Let’s say you send a kickoff file only if a Consultation session was scheduled in 3 days; if it hasn’t been scheduled in that timeframe, you send a gentle reminder email
You can build this into your automation and it it might look something like this:
📚 Tip
To prevent duplicate reminder emails, consider turning automated reminder emails off. These might be set under the Scheduler or from your Preferences, depending on the reminder type.
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!