Read the Automations Overview Dashboard

The Overview dashboard gives you one screen that summarizes how your automations are performing, so you do not have to open workflows one at a time. You will find it under Automation > Overview. If you do not see it, it may be a preview feature that needs to be switched on in your Labs settings.

What the dashboard shows

  • Summary counters: total workflows, how many are published, and total enrollments.
  • Workflow Enrollments Over Time: a weekly trend line that helps you spot spikes or sudden drops in activity.
  • Trigger Analysis: a breakdown of what is actually starting your automations, filterable by trigger type, form, or survey.
  • Error Review Summary: a quick check on whether any workflow has run into problems.

Review and investigate

  1. Open Automation > Overview.
  2. Choose a date range at the top to narrow the trend chart.
  3. Use the Trigger Analysis filters to isolate a specific trigger, form, or survey.
  4. In Error Review Summary, click Needs Review to see only the workflows with issues.
  5. Click a workflow from that list to open it and investigate the exact step that failed.

Things to remember

  • All figures follow your account's timezone.
  • Trigger Analysis covers the most recent 30 days.
  • The dashboard is a high-level view; for per-step detail, open a workflow's own Execution Logs.

Good to know: Check the Error Review Summary once a week; catching a broken workflow early prevents silent gaps in your follow-up.

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