About This Automation
Directory and listing management involves checking a practice's hours, address, and phone number across multiple online directories against a master record. Doing this by hand means visiting each site individually and manually logging every mismatch found.
An automated version compares live listings against the approved record on a schedule and pushes corrections wherever a direct connection allows. The result is faster fixes, fewer inconsistent listings, and less manual cross-checking.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
Runs automatically every Monday morning, or immediately when the master business record changes.
Fetches the current approved hours, address, and phone number from the master tracking sheet.
Checks the live listing against the master record and flags mismatches.
Any mismatch found is written to a shared tracking table with a timestamp and directory name.
For directories with direct edit access, the corrected fields are pushed automatically.
For directories without automated edit access, a task is created for a person to submit the correction form.
Posts a summary of what changed or what needs manual attention to the marketing channel.
Updates the location record in the CRM so every team sees the same corrected details.
Most popular tool stack used
— the complete tool combinations companies use
Google Business Profile
Google Sheets
Airtable
Slack
HubSpotWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
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Frequently asked questions
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
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