ALL TEMPLATES
Automation Specs template
Detailed specs for each automation.
Download Automation Specs as Excel or CSV, free.
One form unlocks every template and paper on the site.
Worked example
6 filled rows showing the level of detail that makes this inventory useful — from one fictional mid-market B2B SaaS company, so the examples across the library describe a single coherent operation. The download keeps these on a separate sheet, so the one you fill in starts empty.
| Automation | System | Trigger | Action | Conditions | Failure | Priority |
|---|---|---|---|---|---|---|
| MQL assignment | HubSpot | Lead score ≥ 65 and ICP tier 1–2 | Set owner by territory, notify in Slack, create task | Business hours only; queue outside them | Alert owner | P0 |
| SLA escalation | HubSpot | No first touch 60 min after assignment | Notify manager, reassign at 120 min | Skip if contact opted out | Alert owner | P0 |
| Stage rot warning | HubSpot | Deal in stage beyond 1.5× median | Task to owner, flag on forecast board | Open deals only | Log and skip | P1 |
| Closed-won handoff | HubSpot + Asana | Deal stage = Closed Won | Create onboarding project, copy line items, book kickoff | New logos only | Manual fallback | P0 |
| Renewal risk flag | HubSpot | Usage down 30% over 60 days | Set risk tier, task to CSM | Active subscriptions | Log and skip | P1 |
| Duplicate merge | HubSpot | Nightly | Merge contacts on exact email match | Skip if both have open deals | Auto-retry | P2 |
What's in it — 7 columns
The full schema is below, so you can see exactly what you're getting before you download it — or rebuild it by hand if you'd rather.
| Column | Input | Allowed values / hint |
|---|---|---|
| Automation | Text | e.g. MQL Assignment |
| System | Text | e.g. HubSpot |
| Trigger | Text | What fires it? |
| Action | Text | What happens? |
| Conditions | Text | Logic |
| Failure | Choose one | Auto-retry · Alert owner · Manual fallback · Log and skip |
| Priority | Choose one | P0 · P1 · P2 · P3 |
LEARN HOW TO FILL IT IN
This schema comes from Automation Blueprint in RevOps Audit, where the same table is an interactive tool that saves your work and exports into the full audit workbook.
See the course