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AutomationImplemented

Connecting playbooks and scripts

I organised existing playbooks and scripts into a setup with stable paths and shared checks.

PowerShellWorkflow designDocumentation

The workflow

A simplified view of the work, with client information removed.

AutomationSELECT A STEP

The problem

The resources came from different folders and used different conventions. It was hard to know which rule or script to use.

My contribution

  • Linked the supplied libraries without changing their original files.
  • Added repeatable setup and verification scripts.
  • Documented rule precedence and shared name and campaign-assignment checks.

Evidence & scope

I checked the links and file hashes, then repeated the setup to confirm that it did not create conflicting copies.

What came out of it

A consistent setup for the team’s existing workflow resources.

The existing resources were easier to find and use, with one documented set of rules for the setup.

LET’S WORK ON YOUR GTM

Improving your GTM workflow?

Tell me about your target accounts, current stack, and the step between research and outreach that needs attention.