Automations
The handoffs nobody remembers
Automations handle the operational handoffs between stages — the prep that should go out on booking, the follow-up that is due after publish, the distribution step waiting on approval — with rules you can read, pause and switch off.
Not autonomy. Consistency. The difference matters when the thing being automated is a message to a real person.
Automate the handoff, not the judgement
The tasks worth automating on a podcast are the boring, deterministic ones: get a recorded guest onto their CRM record, attach the project context, prepare the captions and thumbnails a distribution draft needs.
The tasks not worth automating are the ones where being wrong costs you the relationship. Wording an invitation to a specific person is one of those. The product is deliberately built so the automation stops at the point a human should look — social distribution prepares drafts and publishes only with explicit approval.
- Workspace automations you switch on individually
- External delivery by webhook to Make, Zapier or your own endpoint
- Social distribution that prepares drafts and waits for approval
Rules you can actually read
An automation you cannot inspect is a liability. Each rule shows what triggers it and what it does, and can be paused without unpicking the rest of the workflow.
When something unexpected happens, the useful question is "what fired and why" — so that has to be answerable without reading logs.
Where it needs to reach further
The automations area includes API access for teams that need PodReach events to reach systems it does not integrate with directly.
That is the escape hatch, not the main path. Most teams never need it.
Stop relying on someone remembering
The handoffs that break shows are the ones nobody owns. Give them a rule.
Related
Part of the PodReach podcast relationship management platform.