Reporting · 26 Oct 2026 · 3 min read
How to tell if your automation is working
Pick two or three numbers before you build, and make the workflow report them on its own.
It is easy to build a workflow and never learn whether it helped. Decide how you will judge it before you write the first step.
Choose a baseline
Write down how the process runs today: how long a lead waits for a first reply, how many hours the team spends on it, how many get dropped. Without a baseline, any improvement is a guess.
Track a few signals
- Speed: time from form submission to first response.
- Coverage: share of leads that entered the flow without manual work.
- Errors: runs that failed or needed a human fix.
Make it self-reporting
Have the workflow log each run and send a short weekly summary to the people who own the result. Failures should alert someone immediately, not wait for the next review.