For the complete documentation index, see llms.txt. This page is also available as Markdown.

Manage and monitor existing automations

Edit, review, and monitor your automations from one central overview.

As you add more automations, management becomes more important.

The central overview under Settings → General → Automation shows all your existing automations.

For control and troubleshooting, also use the Notification log.

1

Open the overview

Go to Settings → General → Automation.

2

View existing automations

Check the list of active and existing automations.

3

Open an automation to edit

Click an automation to adjust the name, trigger, criteria, or actions.

4

Save changes

Check your changes and save again.

5

Check the output

Open the Notification log through Settings to review notifications and errors.

6

Keep the overview clean

Delete unused automations or disable them if that is possible in your environment.

Frequently asked questions

How do I know whether an automation was executed?

Check the Notification log for sent notifications and error messages.

Can I disable an automation temporarily?

That depends on the options in your version. Often, you can change the status or remove the automation temporarily.

Who can edit automations?

That depends on the roles and permissions in your organization.

  • Show the Notification Log

  • Roles & Permissions

  • Account Security & Authentication

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