Workflows
See what a workflow did
Check every run, see what each step did or is waiting for, and find the workflows that ran for a client.
A run is one time a workflow started, for one client or record. When a client asks "Did you send me that?", the run tells you in plain words.
Open a run
- Open Automations › Workflows and select the Runs tab. For one workflow, select Runs in the builder header instead.
- Filter with All, Failed, Running or Completed, or use Filter for more.
- Select a run.
You're done when the run page shows who it ran for and what each step did.
Read a run
- The header names who it ran for, such as Olivia Bennett · Brightbloom Studio, with the status and what started it.
- Waiting on says exactly what the run is waiting for, such as "Waiting for Olivia Bennett to book a time on Book a Sales Call", and when it stops waiting.
- What happened lists each step in order, using your step names. Notes says what each did, such as "Created task Reach out to Olivia" or "Took the Booked path".
- Related to links to the client, company, form or other record the run is about.
| Status | What it means |
|---|---|
| Completed | Every step that applied has finished. |
| Waiting | Paused until something happens or until a set time. |
| Running / Queued | Working now, or about to start. |
| Retrying soon | A step hit a brief problem and will try again on its own, without repeating what it already did. |
| Failed | A step couldn't finish. The run says how to fix it. See Fix a workflow. |
| Cancelled | Someone stopped the run. |
To stop a run that's queued, running or waiting, select Cancel run. Steps that already finished stay as they are.
See runs for one client
Open a contact, company, deal or project and select the Automations tab. It lists each workflow that ran for that record, with its status and what it did or is waiting for. Invoices show the same list in an Automations section. Select Start a workflow to run one for this record yourself.
Good to know
- Times are shown in your time zone. The list updates on its own while runs are active.
- Client details from the starting point are hidden on the run page. Open the related record to see them.
- Forms, booking pages, event types and document templates have a Used by workflows list, showing which workflows start with them or use them in a step.
- Runs that need a decision also appear on the Approvals tab and in your Inbox.