Billing details are entered and the account is on the Premium plan. Workflow automations are locked until the trial converts to paid — approximately 6 days from April 23 (around April 29). No action needed; they will unlock automatically. Once the trial ends, build the 6 automations below.
What these automations do: They turn the Audience Growth pipeline into a task engine. Every time a deal moves to a new stage, the next required action is automatically created as a scheduled activity — so the SMM never has to figure out what to do next or remember to log it. The pipeline stage becomes the source of truth: move the deal, get the task. No dropped follow-ups, no manual logging. Automation #6 also bridges the two pipelines — when a prospect books a discovery call, the deal automatically transfers to Jason's NCA Pipeline at the correct stage, handing off to the sales process without any manual intervention.
Go to Settings → Automations → + Add automation. For each: set the trigger, then add the action. Build in order.
| # | Trigger | Action | Details |
|---|---|---|---|
| 1 | Deal stage changes to Target Identified Pipeline: Audience Growth |
Create activity | Type: Social Touch · Due: today (same day) · Subject: include platform name as prefix — e.g., "LI – Social Touch" (use Primary Platform field value) |
| 2 | Deal stage changes to Engaged Pipeline: Audience Growth |
Create activity | Type: Connection Request · Due: today (same day) |
| 3 | Deal stage changes to Connected Pipeline: Audience Growth |
Create activity | Type: Social Touch · Due: 3 days from trigger date |
| 4 | Deal stage changes to Warm Thread Pipeline: Audience Growth |
Create activity | Type: DM matched to Primary Platform — DM (LinkedIn), DM (Facebook), or DM (Instagram) · Due: next business day.Build as 3 separate automations, one per platform, each with a filter condition: Primary Platform = [platform]. They share the same trigger and action — only the condition and activity type differ. |
| 5 | Deal stage changes to Discovery Proposed Pipeline: Audience Growth |
Create activity | Type: DM matched to Primary Platform — same 3-automation pattern as #4 · Due: today (same day) |
| 6 | Deal stage changes to Discovery Booked Pipeline: Audience Growth |
Move deal to pipeline + set stage | Move deal to: NCA Pipeline · Set stage to: Discovery Scheduled · Global custom fields (Origin, Primary Platform, etc.) carry over automatically — verify after first test deal. |
Total automations to build: 8 — #1, #2, #3, #6 are 1 each. #4 and #5 are 3 each (one per platform). Logic is identical within each group; only the platform condition and activity type change.
Lunch activity type if unusedDeadline activity type if Task with due dates covers same needLinkedIn Conversation activity type already exists — consider whether to keep alongside new DM types or merge| Test | Status |
|---|---|
| Create test deal in Audience Growth — populate all required fields | Pending |
| Move deal through all 7 stages — confirm activity created at each | Pending — needs automations |
| Move deal to Discovery Booked — confirm it appears in NCA at Discovery Scheduled | Pending — needs automation |
| Confirm all 6 saved filters return correct results | Pending — run after test deals added |
| Pipelines, stages, and all 12 fields verified in PD | Done |
| 5 new activity types active | Done |