Flow Sunset Review

Marketing / AUTOMATE.md

Mid-month, list the welcome and win-back flows with no conversions in sixty days and email a recommendation for each one.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

Flows that stopped working retired
Less email and SMS fatigue
Every shutdown gets a date

How it runs

1. Starts
On the fifteenth of each month
2. Reads
welcome and win-back flows
3. Delivers to
Email
4. You decide
Approve each time, or let the steps you trust run. Your choice.

Why marketing teams set this up

Flows are switched on in a launch week and never looked at again, so a welcome series keeps emailing people who already bought, and a discount flow runs years after its reason expired. Lists grow unchecked, bounces climb quietly, and inbox placement suffers long before anyone connects it to the list.

See the whole job: Lifecycle Email Hygiene and Deliverability

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

Change when it runs
Move it to another day or time, or start it when something arrives, like a new email.
Add your own rules
Limits, exceptions and what good looks like go in the same file, in plain words.
Decide what waits for you
Mark the steps that need your OK, and let the rest run.

You stay in charge.
At every step.

It drafts and checks. You decide what goes out.

Nothing published without you
Drafts wait for your review, in your voice and within your claim rules.
Undo what you don't want
Every step is recorded, and a file it changed can be put back.
Only the channels you connect
Each automation reaches only the apps and folders you give it.

Flow Sunset Review

Approve before it sends the email?

ReviewApprove

Before you download.

Where does it run?: On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?: Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?: It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?: Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?: No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Instead ofGood atWhere it stops

Your marketing platform's workflows

Sending sequences and scoring contacts inside one tool.

They stop at that tool's edge, and can't draft from a brief or explain a drop in results.

Flowchart automation tools

Moving data between apps at high volume.

Every exception becomes another branch someone has to build and maintain.

AI chat and writing assistants

Drafting copy when you ask.

Nothing happens until you ask again, and your brief, voice and checks live in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Other setups for the same job.

Deliverability Watch

Each morning at 8:00am, check the bounce and complaint rates in the sending report and post anything outside its usual range.

Every weekday at 8:00am

Unsubscribe Spike Check

When unsubscribes spike, pull the send report, name the segment and subject that drove it, and post the short read.

When unsubscribes spike on a send

Related workflows

Campaign reporting

Builds the weekly campaign report from one agreed set of channel numbers, so the meeting starts from the same figures instead of five screenshots.

2 automations

Brand mention alerts

Sorts every mention of the brand by how it reads and puts the ones that need a person today in front of the team, so a complaint is answered the day it appears.

1 automation

Social media digest

Turns the previous day's comments, mentions, and per-post results into one short morning read with a reply queue attached, so questions are answered the same morning and last week is still findable.