Managing your automations

The on/off switch

Every automation has a toggle. Off means it's saved but dormant — it won't run. This is the safest way to pause something without losing your work.

Test

Use Test to fire an automation with sample data so you can confirm the email looks right, the recipient is correct, and the steps run in order — all without waiting for a real event. Always test email and notification automations on yourself first.

Run history / logs

Open an automation to see its recent runs: when it fired, which steps ran, and the outcome. This is your first stop whenever something didn't behave as expected (see Troubleshooting).

Duplicate

Copy an automation to make a variation without rebuilding it — great for "same idea, different project type or recipient."

Trash & restore

Move an automation to the trash to retire it. You can restore it later, or permanently delete it once you're sure. Deleting is only truly gone after the permanent-delete step.

Tip — disable before you delete. If you think you're done with an automation but aren't certain, turn it off and leave it. Trash it later. It costs nothing to keep a dormant automation around, and you avoid rebuilding it from scratch.