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Add conditional logic to your automations

How to branch your automations with if/then logic

Updated this week

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.

  1. Select the plus (+) sign to add a step > Condition

  2. From the condition drop-down in the sidebar, select the condition

    1. Learn more about the conditions available here

    2. If selecting a file-related condition, you can specify which files the condition will check for:

      1. Any file in the project,

      2. File sent in previous step of the automation, OR

      3. Specific file templates

  3. Toggle Set timeframe for condition ON or OFF

    1. If toggled ON, set the timeframe: X number of minutes, hours, days, weeks, or months

      1. The automation will check if the condition was met within the defined timeframe; if it’s not, the automation will follow the “No” path

    2. 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!