Automation Inventory
A comprehensive audit of every Smart Plan workflow active in the YHSGR Lofty CRM — documented, categorized, and analyzed for strategic value. Completed March 25, 2026 by Manus AI for the Winn Team.
The Case for Documented Automation
The Winn Team completed a full autonomous extraction of all 69 YHSGR Smart Plans in March 2026. While the plans themselves represent significant intellectual capital, reviewing automation in a live CRM window is not the same as managing it strategically.
New staff can review documented workflows in minutes vs. hours of CRM navigation. Platform migration cost drops to near zero — specs are the blueprint.
4 plans were inaccessible (agent-owned). Several “Retired” variants remain active in the system. A documented inventory surfaces these risks before they become problems.
With specs in hand, leadership can map the entire buyer/seller journey, identify nurture gaps, and propose changes in a Word doc before touching the live CRM.
Top 5 Most Utilized Workflows
These five plans represent the core of YHSGR’s automated engagement strategy, accounting for the vast majority of all 32,193 historical applications.
| Rank | Plan Name | Type | Applications | % of Total |
|---|---|---|---|---|
| #1 | YHSGR Buyer Lead Follow Up and Remarketing Plan | Buyer | 11,852 | 36.8% |
| #2 | Buyer Lead – First Time Buyer Drip | Buyer | 10,792 | 33.5% |
| #3 | Seller-No Response (AI) | Seller | 2,304 | 7.2% |
| #4 | Buyer Lead – New Build Drip | Buyer | 1,497 | 4.6% |
| #5 | Buyer Lead – Long-term Drip | Buyer | 1,415 | 4.4% |
Top 5 plans account for 27,860 applications — 86.5% of all historical automation activity.
Explore the Automation Suite
All 67 plans in a searchable, filterable table. Sortable by lead type, priority, author, applications, and spec status. Color-coded by YHSGR priority, retired, and AI-driven plans.
How Manus AI autonomously extracted 69 plans using Chrome DevTools Protocol. The business case for documented automation — TCO reduction, platform agility, governance, and CEO talking points.