The Automations landing page is the list of every automation in your account. Open it from Automations in the left menu. (If the menu item is missing, ask your system administrator to grant access.)
Columns shown for each automation
Each row in the list shows:
- Automation name — the automation's name (set in the top-left of the automation canvas).
- Last modified — when it was last edited.
- Created on — when the automation was first created.
- Status — On, Draft or Off (see below).
- Circle — the circle the automation belongs to (for example Global). This column is shown when you are viewing the list in the Global context, so you can tell automations from different circles apart. Your active circle is also shown as a chip at the top right of the page, beside the search icon.
- Created by — the user who created the automation.
At the end of each row is a three-dot menu of quick actions (see below). It has no column heading.
Above the table are Search, Filter and Sort, plus icons to Pin column and Hide column. At the top right of the table are Refresh data and Toggle Full Screen.
Filter opens a Filtering panel. Choose a column after Where (Automation name, Last modified, Created on, Status or Created by), then a condition and a value, and click Apply filter. Use Add a new filter to combine conditions, or Clear all to start again. Filtering on Status offers Draft, On and Off.
Statuses explained
- On — the automation is published and live. It runs automatically every time its trigger fires.
- Draft — the automation has been saved and never published. It is not running. Use this while you are still building or testing. Note that an automation which has been published keeps the status On even when it has unpublished edits saved against it — the status reflects what is running, not what you have saved.
- Off — the automation was previously published but has been unpublished (turned off). The full configuration is kept, but it will not run until you turn it back on.
The overflow (three-dot) menu
Click the three dots at the end of an automation row to open its quick actions. For a live (On) automation the menu shows:
- Edit — open the automation on the canvas to change its trigger or actions.
- Unpublish — stop the automation running while keeping its configuration. You can publish it again later. Unpublishing does not delete anything.
- Rename — change the automation's name.
- Delete — remove the automation entirely. This cannot be undone — use Unpublish instead if you only want to pause it.
Unpublish vs Delete
- Unpublish stops execution but keeps the whole automation so you can switch it back on later.
- Delete permanently removes the automation and its configuration.
Creating a new automation from the list
- Click Create automation (top right of the landing page) to open a new, untitled automation canvas.
- Click Name this automation in the top-left of the canvas to give it a name.
- Click Trigger automation to add a trigger, then add your actions, then save it as a draft or publish it. An automation that starts from a Schedule trigger has to be saved as a draft first and published on a later visit. Which save and publish buttons appear depends on the automation's state — see Save vs Publish & activity logging (Insights).