After you've successfully set up an automation, there are a few things to know about managing an automation.
Automation run history
Sometimes you may need to access information in your automation's history (e.g. troubleshooting, see who may have not received an email automation, etc.) To access this information, you will need to navigate to the "Run history" section in your automation's setup window.
Here you will be able to see the run history of both failed and successful automation attempts. Clicking on a log item will show the details of the executed automation. The time of execution will display in each collaborator’s local time.
Within the "Run history" window, you will not be able to see any tests that were performed as part of the setup process, so your automation will need to have triggered at least one action while an automation was turned on for you to see any run history.
Re-running a failed automation
In your Automation run history, you can also choose to "Rerun" any past failed runs of an Automation. This can be especially helpful for troubleshooting and testing automations.
Turning automations on and off
After successfully setting up your automation(s), you can activate your automation by clicking the "On/Off" toggle in the upper right-hand corner of the Automations window. After successfully turning the automation on, the toggle will be green. To turn the automation off, simply click the toggle again.
Automation dropdown menu options
Click the arrow next to the automation name to see the available dropdown menu options. Available options include:
Renaming an automation
You are able to rename an Automation if you have "Editor" permissions or above in the base where the automation resides. With the automation's setup window opened you can either click the dropdown menu next to the current name and choose "Rename automation" or simply double-click on the name to begin editing.
Duplicating an automation
There are times when you may already have built an automation that is close enough to another automation you are going to build. Or perhaps you want to tweak or test a few things while maintaining your original automation. In these instances, you can duplicate the automation by clicking the dropdown menu next to the automation's name and choosing "Duplicate automation." This will cause a new automation named "Your automation's name copy" to be created.
Note that whatever testing state the trigger and action(s) steps have in the original automation will be matched in the duplicate. Additionally, if the tests have all run successfully on the original, but now something has changed in the duplicate, then the trigger or action(s) will need to be successfully retested.
Deleting an automation
To delete an automation you need to turn it off first. Next, click on the drop-down arrow next to the name of your automation and click "Delete automation".
Changing a trigger
In some cases, you may want to change an automation's trigger step because the previous trigger was either incorrectly chosen or is no longer relevant because of changes made to the base. By navigating to the automation's setup window and opening the trigger step you can click the trigger type dropdown menu to choose a different trigger for that particular automation.
As you can see above, there is a warning message letting you know that changing the trigger may invalidate certain configurations that you've previously set up. Be sure to work back through both the trigger and the action steps, filling in any parts that may have become invalidated, and retest those steps. Also, you will be unable to undo the trigger change, so consider making a duplicate first and then adjusting the trigger.
Changing an action
In some cases, you may want to change one of your automation's action steps, because the action type you choose wasn't quite right for the job at hand. You can change an automation step's action type by navigating to the step in question, and clicking on the "Action type" dropdown menu then choosing another action type from the provided selection.
As you can see above, there is a warning message letting you know that changing the action type may invalidate certain configurations that you've previously set up. Be sure to work back through the trigger and all of your automation's action steps, retesting along the way, to make sure your automation works as it should from top to bottom. Also, you will be unable to undo an automation step's action change, so consider making a duplicate first and then adjusting your action type.
Viewing workspace runs and limit
On the Airtable homepage, workspace owners can view the number of automation runs they have used in a given monthly billing period. Access your workspace settings by clicking on the workspace settings option in the dropdown menu next to your workspace's name.
After landing on your workspace settings page find the "Usage" section below the "Billing Plan" and "Billable Collaborators" sections. The first usage stat should show the overall workspace run limit and list the number of automation runs your workspace has used this month.
Automation run limits reset on the first of the month. Note that at this time there isn't a way to purchase additional automation runs, but we may consider that in the future.
Emails sent from Airtable Automations come from email@example.com to ensure that emails aren't flagged as spam. At this time there isn't a way to change that sending email to another email address.
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