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Audit and Optimize HubSpot Automations #71

Description

@JuanitaOssa

Problem:
No regular review process exists for HubSpot automations. Unclear what's running, what's broken, redundant, or missing entirely.

Solution:

  • Inventory all active HubSpot workflows
  • Flag broken, redundant, or unused automations
  • Identify gaps — automations that should exist but don't
  • Prioritize fixes and new builds as separate issues

Migrated from Trello: https://trello.com/c/foeGEcHh/41-hubspot-automation-checks

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