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Automation Activity & History

Use Automation Activity to see what ran, when it ran, and whether it succeeded. This helps you verify outcomes and troubleshoot issues.

Where to find it​

  1. Go to Business App > Administration > Automations
  2. Open an automation
  3. Select the Activity tab to review recent runs

What you’ll see​

  • Entity: The record the run acted on (for example, Contact or Company)
  • Automation: The workflow name
  • Starting user: Who initiated the run (system or a user)
  • Time: When the last step in the run occurred
  • Stage: Current status of the run

Run stages​

  • Completed: The run finished successfully
  • Running: The workflow is in progress and steps update in real time
  • Canceled: The run was stopped before completion

Troubleshooting tips​

  • Check data requirements: Make sure required fields (for example, phone for SMS) exist
  • Review error handling: In Settings, choose whether to continue on step error or stop the run
  • Reduce noise: Add Conditions so the automation runs only when needed
  • Avoid duplicates: Use the Entry settings (Only once / Multiple / One at a time) appropriately

Pro tips​

  • Test first: Trigger the automation with a test record before enabling broadly
  • Monitor early: Review Activity after enabling to confirm expected behavior
  • Log context: Use tags or fields so you can filter runs and outcomes later

Frequently Asked Questions​

Why is my automation stuck in "Running"?

A "Running" status usually means the automation is waiting for a step to complete (like a delay or web request). If it stays stuck for an unusually long time, check specifically for steps that might be timing out or waiting on external systems.