Dynamic Decision-Making in Email Automation

Automagic Insight 🪄 Power Automate Tip of the Day! Did you know? You don't need a variable in a Do Until loop to control when it stops! 💡 I recently tested a new approach and found that you can evaluate dynamic content directly in the Do Until action, skipping the need for variables entirely. It simplifies your flow and reduces unnecessary steps. 🎉 Here's an Example: Imagine you’re sending reminders every 3 days during an ongoing approval process: 1️⃣ Traditional Approach ✅ Initialize a variable (e.g., ApprovalStatus). ✅ Inside the Do Until loop: Send a reminder email. Update the variable with the current approval status. ✅ Evaluate the variable in the Do Until condition (e.g., ApprovalStatus = Approved). 2️⃣ Dynamic Content Approach ✅ Skip initializing the variable. ✅ Inside the Do Until loop: Send a reminder email. Add a delay of 3 days. ✅ In the Do Until condition, directly check dynamic content, such as the approval status output from the connector (e.g., ApprovalStatus = Approved). The loop will automatically stop when the approval status equals "Approved," no variables needed! Important Note on the New Power Automate UI 🚨 When working in the new Power Automate UI, you may notice that dynamic content doesn’t show up immediately when adding the Do Until action. 💡 To resolve this: ✅ Save the flow after adding the Do Until action. ✅ Reopen the flow and check the condition. Once the flow reloads, the dynamic content will become available. This quirk can catch you off guard, so keep it in mind when setting up your flow! Why Is This Better? 🚀 Simpler Flows: Fewer steps = less clutter. ⚡ Efficient Execution: No need to maintain or update a variable. 🔧 Reduced Errors: Fewer moving parts mean fewer things can go wrong. Pro Tip: When using dynamic content: Add a timeout to the Do Until loop to prevent infinite loops (e.g., PT30D for 30 days). ✅ Use a delay action inside the loop to control the frequency of reminders. ✅ For example, a 3-day delay ensures you’re not sending reminders too often. Have you tried a variable-free Do Until in your flows? Or encountered quirks with dynamic content in the new UI? Share your thoughts and tips below! 👇 #PowerAutomate #WorkflowAutomation #Productivity #AutomagicInsight

Which of your existing #HubSpot sequences should you switch over to the new Dynamic sequences? The new dynamic sequences beta uses automated emails to engage a prospect, then switches over to manual tasks once they have opened or clicked one of those emails. They're great for ensuring your sales team is spending their time on the warmest leads, but I wouldn't run out and replace ALL of your sequences right away. Instead, I'd take a look at the normal sequences your team uses today and ask yourself: 1) What email-only sequences could benefit from manual touches with engaged contacts? -- Look for sequences with a lot of opens and clicks, but low meeting and reply rates 2) What sequences have manual tasks near the beginning, but those manual tasks are ineffective -- Look for sequences where those first few manual tasks are resulting in low meeting or connection rates These are the sequences that are most likely to perform better with the new dynamic sequences. Those that fall in the first category will get an extra boost from the manual actions, and those in the second category will reduce wasted time without hurting performance. As always, track how things change and use this to inform future decisions! #HubSpotTipsAndTricks #CRM #sales

Ditch the $100K/Year intent data gamble and engage prospects with AI-Driven triggers, right on time Here's how: 1. Identify Key Triggers by Company and Persona: Automate the tracking of signals that show readiness to explore new vendors. Examples: - Competitor's Customer Moves: Competitor champions leaving (Yay!) - Hiring Trends: Increased hiring in relevant departments. - Ad Spend Changes: Increased advertising signals budget influx. - M&A Activity: New needs arise from mergers or acquisitions. - Job Changes: Newly hired decision-makers are more open to exploring new vendors. 💡 Use tools like Clay to monitor these triggers automatically. 2. Turn Triggers into an ABM Power List Build workflows around these companies: - Personalize emails, LinkedIn messages, and calls based on the context of their trigger. - Create targeted outreach strategies for each scenario, making every interaction relevant. 3. Align Your LinkedIn Profile - Optimize your profile to reflect the persona you're targeting. - For multiple personas add employee profiles tailored to each - Post content that resonates with your ICP. - Connect with 20 ICPs daily (Leave connection message empty for 40-50% acceptance rate) 4. Leverage LinkedIn and Other PPC advertising: Run ads targeting these accounts: - Offer branded swag as an incentive for meetings instead of gift card 5. Personalize Emails at Scale with AI - Tools like Clay and LLMs can craft hyper-relevant emails that address prospects' based on their LinkedIn post or other public data - Integrate these with your CRM to add first-party intent signals for a more dynamic outreach approach. Why this works? A flywheel of real-time, actionable leads, no gambling on secret intent data. Test which signals work best and double down on them. 📌 Tag your ABM and Growth teams