The Automations Page allows you to manage, monitor, and troubleshoot your automation bots. From scheduling and notifications to auditing and metrics, every feature is designed to give you full visibility and control.
🔌Accessing Your Automations
To access your automations, find Connections in the side bar, then Automations
⚡Quick Action Buttons
At the top-right corner of the Automations page, you’ll find three important tools: Metrics, Agent and Notifications.
📊 Metrics
Displays a visual overview of your automation performance.
View total objects processed.
See time saved through automation.
Analyze distribution of objects across different flows.
🤖 Agents
Shows the current status and details of the automation agents.
Check if the agent is online or offline.
See resource usage (e.g., memory, processors).
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View machine details like username, domain, and computer name.
This is particularly useful when diagnosing why an automation might not be running.
🔔 Notification Settings
Set up automated email notifications for your automation logs.
Choose specific flows to monitor.
Select frequency and timing (via cron expression or scheduled intervals).
Include audit details directly in the email for proactive monitoring.
📌 Automation Actions
▶ Play Button – Run Bot
Manually triggers the automation immediately, bypassing its scheduled run. Ideal for testing or urgent reruns.
🕒 Clock Button – Change History
Logs all configuration changes made to the bot, including:
Schedule updates
Pauses or resumes
Credential changes
User actions (who made the change and when)
This is your go-to for auditing configuration history.
🕒Under the three dots...
📅 Schedule
Modify the bot’s run frequency and timing. You can set custom intervals, specific weekdays, or manual triggers.
⏸ Pause
Temporarily halts the automation. Use this when investigating issues or stopping data flows without deleting the configuration.
🔄 Reset
Reinitializes the bot to its default running state. Helpful after resolving errors or updating automation logic.
👥 Share Access
Allows you to grant visibility and control of the automation to other users. Permissions vary depending on their access levels.
🔔 Notification
Configure bot-level notifications for success, failure, or completion events. Ideal when you want updates specific to a single automation.
🛑 Stop Execution
Immediately halts a running bot. Use this to prevent unintended updates or data duplication if you spot issues mid-run. Note* this is only enabled when the bot is in progress.
🧠 Bot Memory
Stores a log of all processed objects by the bot (e.g., transaction IDs, invoice IDs, project IDs).
Delete objects → Allows the bot to reprocess them.
Re-add objects → Prevents duplicate processing.
This is critical for troubleshooting and managing skipped or failed items.
🗂 Copy ID
Quickly copy the unique identifier of the bot for use in support requests, API integrations, or debugging.
📜 Run History
Displays a full audit trail of past bot executions, including:
Execution timestamps
Status (success, failure, partial)
Runtime duration
Error details (if applicable)
Use this to investigate failures and track overall bot performance.
View the full audit trail help center guide.
🚦 Bot Status Indicators
Each automation displays its current health status:
| Status | Meaning |
|---|---|
| 🟢 Healthy | The automation is functioning as expected with no recent failures. |
| 🟡 In Progress | The bot is actively running and processing data. |
| 🔴 Unhealthy | The automation has encountered issues and may require troubleshooting. |
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