Before you automate email, set foundations: routing, templates, permissions, and tracking. Use this checklist to onboard Automyc or any email automation platform.
Email onboarding is the setup work that makes automation safe and effective. Without it, automations amplify mess.
A solid checklist includes: defining inboxes and roles, creating tags and statuses, setting assignment rules, building a template library, establishing SLA targets, and adding basic safeguards like suppression and rate limits.
You also want observability: logs, reporting, and a place to review automation outcomes. Automyc fits well when you treat onboarding as workflow design, not just connecting accounts. The payoff is fewer manual steps, clearer accountability, and better response consistency.