Template T-12.2: Monthly automation health check
From AI for Real Estate Agents (2026 Edition). Facts in, draft out, licensee signs.

Ten questions, once a month, about fifteen minutes with your automation maps (T-12.1) open. Answer each one for every live automation. Any "yes" on questions 2, 3, 4, or 5 pauses that automation until it is fixed.

Month: [month, year]  Automations checked: [list by name]

[ ] 1. Did every automation run this month? Open the run history on the platform. Write the run count next to each name. Zero runs is a failure, not a quiet month, unless the trigger genuinely never fired (no open house, no closing). Run counts: [name: N]
[ ] 2. Did any automation run twice on the same record? Look for two drafts, two tasks, or two notes with the same client name and date. Duplicates: [none / which]
[ ] 3. Did anything reach a client without my approval? Check the sent folder and the CRM activity log for sends you do not remember approving. If yes, turn that automation off today, then find the step that skipped you. Found: [none / which]
[ ] 4. Did any draft carry a wrong name, address, or date? Pick three drafts from this month at random and read them against their source records. Wrong fields: [none / which]
[ ] 5. Did anyone opt out, bounce, or complain? Check the unsubscribe list, the bounce report, and the replies folder, not just the sends. Any complaint about tone or frequency counts. Found: [none / what]
[ ] 6. Did the bill match the map? Platform invoice plus the AI usage page. Compare to the cost rows on your maps. Total this month: [amount]. Difference from the map: [amount, and why]
[ ] 7. Did a connected app change? Password reset, renamed field, plan change, new login screen, a form with a new column. Any of these can stop a trigger quietly. Changes: [none / which]
[ ] 8. Is the owner still the owner? One name per automation, someone who can turn it off and answer for it. Update the map if the name is wrong. Changes: [none / which]
[ ] 9. Has the brief drifted? Read one draft from each automation against its brief and your voice file. If the drafts have started to sound like a form letter, fix the brief, not the draft. Briefs to revise: [none / which]
[ ] 10. Can I turn each one off in under a minute? Find the switch for each automation without searching. If you had to search, write the path on the map now. Paths added: [none / which]

Actions this month.

- Paused: [name, reason, date]
- Fixed: [name, what changed]
- Retired: [name, reason]

Signed: [your name], [date]
