Scaling Your Automation Practice

As your team builds confidence with Chase Agents and begins running automations in production, your usage patterns will evolve. This guide helps you scale sustainably: understanding when you have outgrown your current plan, how to optimize consumption before upgrading, and how to structure automation ownership across a growing team.

Signals You Are Ready for a Higher Tier

You are likely approaching a plan ceiling when any of the following are true: your monthly action consumption is consistently above 80 percent of your plan's quota; you have reached the active automation limit and are disabling existing automations to enable new ones; team members are waiting for seats before they can join the workspace; or you find yourself manually running work that should be automated but cannot be because of limits.

Optimizing Before Upgrading

Before upgrading, audit your action consumption to ensure you are not wasting quota on poorly designed automations. Common inefficiencies include automations that run on a schedule more frequently than needed, loop-based automations that fetch records one at a time instead of in batches, and automations that run full workflows even when there is nothing to process. Fixing these patterns can reduce your action consumption by 50 percent or more, potentially keeping you on your current plan.

Building an Automation Center of Excellence

As automation use spreads across your organization, governance becomes important. Designate one or two workspace admins who own the automation catalog and are responsible for reviewing new automations before they are enabled in production. Establish a naming convention for automations so they are easy to search and categorize. Periodically review the automation list and archive or delete automations that are no longer used.

Managing Team Access as You Grow

As more team members join the workspace, review your connection access types. Connections that were configured as WorkspaceWide when the team was small may need to be scoped more narrowly as the workspace grows. Use SpecificTeamMembers access for sensitive connections like production databases or payment processors, and reserve WorkspaceWide for lower-sensitivity connections like communication tools.

Using Multiple Workspaces

Non-whitelisted users can create up to two workspaces as workspace admin. Some organizations use separate workspaces for development and production automation environments, or to isolate different departments' automation work. Each workspace has its own billing, connections, and member list. Workspace admins manage billing for each workspace independently.

Upgrading Your Plan

Upgrades are self-serve from the workspace settings panel. Select the plan that meets your needs on the Pricing page and complete checkout through Stripe. New limits are active immediately. For the most current pricing and plan details, always refer to chaseagents.com/pricing rather than relying on information cached in other documents.

When to Contact Sales

If your usage requirements exceed what the self-serve plans offer, or if you need custom terms, volume pricing, compliance agreements, or dedicated infrastructure, contact charles@chaseagents.com. Enterprise accounts are fully custom and can be tailored to your organization's specific needs. The Chase Agents team is also available on Discord for questions about which plan tier is the right fit.