Has Automation Worked Consistently for You and How Do You Manage It?

Vern H.

·Jul 15, 2026 09:18 PM·

For anyone that has brought in automation to solve a problem - Has it worked consistently? How do you manage it?

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8 comments

· Sorted by Oldest

Pat H.
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Automation is table stakes. What's the context?
Jordan
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100% agree with Pat H.! The strategy of the automation and adoption process is key for success. Or else it is just another tool.
Jerome I.
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What areas are you looking to automate? Sales, Marketing, SDR, Deal composer? Thousands of automation options available.
Valiantsina H.
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Great points, Jerome and Pat — context is everything. We've seen automation succeed when it's tied to a clear business outcome, not just 'let's automate everything.' Vern, if you're looking at sales/deal automation, we've done this recently with Salesforce CPQ + DocuSign for a trade association — automated quote generation, approvals, and e-signatures. Cut turnaround time significantly. If it's more infrastructure/DevOps — we handle that too (Terraform, Azure, CI/CD). Happy to share what worked (and what didn't) depending on your focus.
Justin S.
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Vern H. what problem are you trying to solve via automation and whats the goal of automating it. What metrics or KPI’s are you aligning it to. Would go back to Jerome I. question, which business function is this for?
Samay T.
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I think the answer depends a lot on what kind of automation you're referring to. Are you thinking about internal workflows, engineering, sales, customer support, or something else?
Wissam T.
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The automations that hold up for me are the ones with a clear owner and an easy way to see what failed. I’d start narrow, review exceptions weekly, and track whether the output is still helping the person who uses it—not just whether the workflow ran. Once nobody is checking edge cases, small errors tend to turn into a trust problem pretty quickly. What kind of automation are you trying to keep consistent?
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Vern H.
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I'm not looking to automate. I'm looking to get a feel/learn from peoples/teams experiences with adopting automation. Be it a SaaS product or AI. The trend I'm seeing is that automation tools that are brought in have not delivered as expected. Either you have to constantly manage the workflow process or it delivers what is required for a month and then stops.

Pat H.
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·
Automation is table stakes. What's the context?
Jordan
·
·
100% agree with Pat H.! The strategy of the automation and adoption process is key for success. Or else it is just another tool.
Jerome I.
·
·
What areas are you looking to automate? Sales, Marketing, SDR, Deal composer? Thousands of automation options available.
Valiantsina H.
·
·
Great points, Jerome and Pat — context is everything. We've seen automation succeed when it's tied to a clear business outcome, not just 'let's automate everything.' Vern, if you're looking at sales/deal automation, we've done this recently with Salesforce CPQ + DocuSign for a trade association — automated quote generation, approvals, and e-signatures. Cut turnaround time significantly. If it's more infrastructure/DevOps — we handle that too (Terraform, Azure, CI/CD). Happy to share what worked (and what didn't) depending on your focus.
Justin S.
·
·
Vern H. what problem are you trying to solve via automation and whats the goal of automating it. What metrics or KPI’s are you aligning it to. Would go back to Jerome I. question, which business function is this for?
Samay T.
·
·
I think the answer depends a lot on what kind of automation you're referring to. Are you thinking about internal workflows, engineering, sales, customer support, or something else?
Wissam T.
·
·
The automations that hold up for me are the ones with a clear owner and an easy way to see what failed. I’d start narrow, review exceptions weekly, and track whether the output is still helping the person who uses it—not just whether the workflow ran. Once nobody is checking edge cases, small errors tend to turn into a trust problem pretty quickly. What kind of automation are you trying to keep consistent?
👍1
Vern H.
·
·
I'm not looking to automate. I'm looking to get a feel/learn from peoples/teams experiences with adopting automation. Be it a SaaS product or AI. The trend I'm seeing is that automation tools that are brought in have not delivered as expected. Either you have to constantly manage the workflow process or it delivers what is required for a month and then stops.