Automations: clearer results, better timing

Your studio workflows should help you follow through—and make it clear when something needs attention. Our latest automation improvements focus on both.

Start from the action that matters

Supported event-based workflows now start from actions such as adding a lead, booking a client, sending an invoice, recording a payment, signing a contract or submitting a questionnaire. This reduces reliance on a later scheduled scan to pick up those actions.

See what actually happened

Automation activity now distinguishes skipped work from completed actions and makes problems easier to investigate. For example, a task step without a linked event reports why it was skipped.

Keep upcoming work in view

We also improved how date-based workflows consider bookings and gallery expiry dates that change, reducing missed eligible reminders. Date-based reminders continue to run on the scheduler.

Open Automations to review your enabled workflows and their recent activity.