Manage automation workflows

Manage automation workflows #

Manage automation workflows to monitor, control, and optimize how your workflows run after they are created.

This helps you ensure workflows are active, working correctly, and delivering expected results.

When to use manage automation workflows #

Use manage automation workflows when you need to:

• Activate or deactivate workflows
• Monitor workflow execution
• Fix workflow issues
• Review workflow performance

Before you start manage automation workflows #

Make sure:

• You have access to the workflows module
• You have permission to manage workflows
• At least one workflow has been created

👉 If you have not created a workflow yet, see:
Automation workflows: build & manage

How to access manage automation workflows #

To manage automation workflows:

1. Go to Automation Workflows
2. View the list of workflows
3. Select a workflow to manage

Activate or deactivate workflows in manage automation workflows #

To control workflow status:

1. Open a workflow
2. Toggle Active / Inactive
3. Save changes (if required)

What happens after activating workflows #

• The workflow starts running automatically
• Triggers will begin processing events
• Contacts may enter the workflow immediately

What happens after deactivating workflows #

• No new contacts will enter the workflow
• Existing executions may stop or pause (depending on system behavior)

Monitor execution in manage automation workflows #

You can monitor workflows by:

• Checking execution logs (if available)
• Reviewing triggered actions
• Observing results (messages, updates, etc.)

Common issues in manage automation workflows #

Workflow not running #

Possible causes:

• Workflow is inactive
• Trigger not configured correctly
• Required setup missing

How to fix:

1. Activate the workflow
2. Verify trigger conditions
3. Check related setup:

• 👉 WhatsApp setup: connect & verify number
• 👉 Email setup: SMTP & mailbox guide

Workflow triggered but no actions executed #

Possible causes:

• Missing templates
• Incorrect step configuration
• Permission issues

How to fix:

• Verify template availability:
• 👉 WhatsApp templates: create & get approved
• 👉 Email templates: create & use easily
• Review workflow steps
• Check permissions:
• 👉 User roles and permissions

Workflow delayed or inconsistent #

Possible causes:

• Delay steps configured
• External dependencies (API, integrations)
• High system load

How to fix:

• Review delay settings
• Check integration status:
• 👉 External integrations API guide
• Test workflow manually

Best practices for manage automation workflows #

• Keep workflows simple and focused
• Test workflows before activating
• Monitor execution regularly
• Use clear naming for workflows
• Avoid overlapping workflows for the same trigger

Related guides #

• 👉 Automation workflows: build & manage
• 👉 WhatsApp campaigns: create & send
• 👉 Email campaigns: create & send
• 👉 External integrations API guide