What it covers
Use previews, run history, permissions and retries to understand what a rule did.
Customisation and integrations
Workflow automation
Turn reviewed triggers into repeatable actions.
How it works
Turn a reviewed rule into repeatable work
Configure supported triggers and actions, preview the rule and inspect its run history. Permissions and retry behaviour help teams understand what ran and what needs another look.
In practice
Use previews and run history to review an automation before relying on it.
When to use it
Useful situations
- Turn a reviewed trigger into a repeatable internal action.
- Inspect run history when a rule needs attention.
- Retry supported failed work with accountable context.
A working path
How the work moves
Configure
Choose a supported trigger and action, then preview the proposed rule.
Enable
Activate it with the required workspace permission.
Review
Inspect runs, outcomes and retry information when an exception occurs.
Illustrative scenario
lead follow-up task
A manager previews a rule that creates an internal task for a newly qualified lead, then reviews its run history after enabling it. Previewing the rule helps the manager confirm the trigger and action before activation, while run history provides a practical place to investigate an unexpected or failed outcome.
Before you start
What to check
- Automation actions are limited to supported triggers and permissions.
- Rules should be tested with representative workspace data before broad use.
Will automation make every decision?
No. It performs configured supported actions; people retain operational oversight.
Can failed runs be reviewed?
Yes, run history and retry behaviour are part of the workflow.
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