Troubleshooting & FAQ

My automation didn't run. Check these, in order:

1. Is it turned On? A saved automation that's off will never fire.

2. Did the event happen after you enabled it? Automations don't act on past events.

3. Is a condition excluding it? Open the run history — if it started but stopped early, a condition wasn't met. Loosen it or fix the value.

4. Is the trigger too specific? If your Form submitted trigger is set to one particular form, submissions to other forms won't match. Set it to "any form" or the right one.

5. Is the Automations add-on still active? If the add-on lapses, automations pause. Re-enable it from your Apps/Marketplace area.

The email never arrived.

• Check the recipient you chose — is it the right person for this trigger?

• Confirm the contact actually has an email on file.

• Ask the recipient to check spam/junk, and to whitelist your studio's sending address.

• Run a Test to yourself to confirm the email itself is well-formed.

A merge field came out blank (e.g., {invoice-number}). That information doesn't exist for the event that started the automation. Merge fields only fill in when they apply to the trigger — an invoice number won't exist in an automation started by Contact added. Use fields that match your trigger, or remove the ones that don't apply.

It ran, but the wrong thing happened / steps were out of order. Open the automation and read the steps top to bottom — they run in that exact order. A misplaced delay or condition is the usual culprit. The run history shows precisely which steps ran and in what sequence.

A time-based step (wait/delay) fired a little late or early. Expected. Workroom checks for due work continuously (about once a minute), so timed steps happen very close to the mark, not to the exact second.

Did my automation run twice? Each event runs a matching automation once. If you're seeing duplicates, check whether you have two similar automations both enabled for the same trigger — that's the common cause. Consolidate or turn one off.

My lead / task / project step "didn't apply." Some steps need the right record in context. A Move lead stage step needs the automation to be about a lead; a Set project phase step needs a related project. Make sure the trigger you chose actually carries that record (for example, lead actions pair naturally with lead triggers).

My Asana step didn't create anything. Asana steps require Asana to be connected and the current project to be linked to an Asana project. Connect Asana and link the project, then try again.

Walter built something that isn't quite right. That's why Walter's drafts start off. Edit the trigger, conditions, timing, and wording in the builder, test it, and enable it when it's exactly what you want. Re-prompting with more detail also helps.

Can I stop an automation that's mid-way through a long wait? Turn it off to prevent future runs. Turning it off stops it from starting new runs; use the run history to see anything currently in flight.

How many automations / steps can I have? Build as many as you need, with as many steps as a workflow requires. Keep each one focused — several small automations are easier to manage than one enormous one.