Automation failure isn’t a tech problem, it’s a planning problem. Teams that build the workflow before defining the play end up encoding their assumptions into software that executes them faithfully, at scale, on real prospects. This piece breaks down the five things every play needs before you touch a workflow builder, plus the tiering model that separates automation people trust from automation that gets quietly turned off.
Built It. Shipped It. Nobody Knows How It Works Anymore.
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August 5, 2026
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