Lives in: Zapier / Make + the localDNS statement job.
Go-live: switch on the automations that carry a customer from one stage to the next; never
hand-copy.
The glue. Each stage is useless on its own — the magic is a customer’s info moving from one tool to the next without anyone retyping it. Making this its own stage forces a single map of every hand-off and a single person responsible for the seams between tools.
| File | What it is |
|---|---|
automation-map.md |
Every hand-off, and the automation that carries it |
If moving a customer’s info from tool A to tool B means someone retypes it, that’s a bug here — not an acceptable manual step (LAUNCH-NOTES #15). Every arrow in the whole-funnel picture is either an automation or a to-do to build one. Retyping is how info gets dropped, gets stale, and stops scaling past a handful of homes.
The monthly run itself — the customer list → localDNS’s tool → finished statements →
delivery — is the largest piece of automation in the whole map. This stage schedules and
connects it (and makes sure it only sends to paid-up accounts); it doesn’t touch how the
statement gets built.
This stage touches all of them — it is the connective tissue. The full table is in
automation-map.md.