Automations on the Project Toolbar

Overview

The Project page has all the convenient tools you need to maximize your efficiency. Now, the side toolbar includes a new tab for Automations. This addition enables staff to easily track all automation runs for a specific project and allows to run them manually as well. 

Manually Run Automation

You can now manually run automations. To do this, open the Automation toolbar, click on Run Automations, and you'll see a list of active automations to choose from. Manually running an automation bypasses the trigger and executes it immediately.

You can choose an automation to view a preview of the steps it will execute and the current trigger set up in the settings. Once selected to run, the automation will initially be in "Pending" status before transitioning to either "Completed" or "Failed."

Automation Run Details 

When you click on an Automation in the toolbar, it will open a detailed view of the run. This allows us to see which steps were completed, cancelled, or if any automation encountered any errors. At the botton of the panel, you will have the option to re-run the Automation in case you need to send the SMS, or the email to the customer once again. 

Filters

There are two filters to help find particular automations that have run on a project. We allow searching by status and by a specific job.

Note: If you have any additional questions, be sure to contact Supermove Support at [e-mail]