Less Hustle, More Bookings: Automating Your Success with Mago

by David Farr

May 20, 2025 | Monthly Mastery

In this action-packed session, David Farr walked through the immense power of automation routines inside Mago and how entertainers can use them to stay on top of their gigs, wow clients with professionalism, and even prevent catastrophic mistakes (like forgetting a gig at 1:15am 😅).

🔹 Key topics included:

  • Why routines > forms for automations

  • How to set up routines to send emails, texts, documents, tasks, and more

  • The logic behind delayed sends for edits/personalization

  • Automating gig status updates, client tagging, contract reminders, review requests, and thank-you messages

  • Smart scheduling options: X days before/after the gig, or triggered instantly

  • Creating conditional workflows (e.g., indoor vs outdoor gigs)

  • Using Mago to auto-send custom invoices, PDFs, and consultation sheets

  • How to trigger tasks in third-party tools like Microsoft To Do and Zapier

  • Live demos of advanced routines and field updates

  • Tag-based email blast targeting and exclusion

🎁 BONUS: Attendees received a private link to David’s personal SMS notification templates.

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