Love what you are seeing?
We have created several courses where we dive more into the technical aspects. So, if you like what you read here, you'll love our courses!!
By:
Cameron Tulloch
|
January 14, 2026
|
Technology

When I first started setting up automations for myself or clients, I did what most DIYers do: I connected tools like Zapier, Make, or Google Analytics to my own email account. Or sometimes the client’s, especially if they were the business owner or the person with all the logins.
And hey, it worked.
Until it didn’t.
Eventually, something would break—quietly. Like, a task wouldn’t fire, or a webhook would throw an error. Maybe someone’s account would be deactivated, or a setting would change—and no one would know why until we traced it all the way back to who set it up.
One small (but mighty) change you can make is to create a dedicated system user account—something like workflows@yourdomain.com.
This account lives in your Google Workspace or Microsoft 365 environment and exists solely to run your automations.
It’s not a flashy trick. But it’s one of those decisions that immediately makes everything easier—and much more stable.
Using a person’s account might give your automation more access than it needs.
For example, say the business owner has SSO access to tools like QuickBooks or Stripe. If you use their account to authorize something, you could accidentally open a back door to platforms that were never supposed to be part of the build.
A dedicated service account:
It’s a cleaner, safer way to give your tools the keys to the parts of the house they actually need.
People leave. Passwords expire. 2FA tokens get reset.
And when your automation relies on someone’s real account, you’re betting your stability on their availability (and memory).
With a workflows account:
It’s about continuity—making sure your systems don’t go down just because someone went on vacation (or hit “Forgot Password” one too many times).
It also makes the build process smoother.
With a clean, neutral service account:
And if a tool needs to send emails or system alerts, they’ll land in a shared inbox, not one person’s digital black hole.
This isn’t a blanket rule. Some connections will still come from a personal account—especially when someone’s integrating their own calendar, inbox, or scheduling tool.
The goal isn’t to replace those.It’s to add a dedicated teammate—one whose entire job is to run workflows, send alerts, and keep things humming along.
We have created several courses where we dive more into the technical aspects. So, if you like what you read here, you'll love our courses!!