TroubleshootingIntermediate5 min read

Automation Not Triggering - How to Fix Your Workflow

Troubleshoot automations that aren't running when they should in Local Business Pro. Common causes and solutions.

Quick Answer: If your automation isn't triggering, check that it's enabled (toggle is on), verify the trigger conditions match your scenario, and ensure no errors are blocking the workflow. Navigate to AI Logic > Agent Automations to investigate.

The Problem

You've created an automation but it doesn't run when you expect it to. Appointments are being booked without notifications, follow-ups aren't being sent, or actions aren't being performed.

Step-by-Step Troubleshooting

Navigate to AI Logic > Agent Automations
Find your automation in the table
Check the toggle switch - is it enabled (on)?
Click View to open the Flow Builder
Review the trigger conditions - do they match what's happening?
Check each action step for configuration errors
Look for any error indicators (red highlights)
Save and re-enable the automation
Test by triggering the condition manually

Common Causes

Automation disabled: The toggle was accidentally turned off
Wrong trigger: The trigger event doesn't match what's happening
Missing condition: A required condition isn't being met
Action error: One action in the chain is failing, stopping the rest
Recently edited: Changes weren't saved properly

Frequently Asked Questions

Q: How do I know if my automation ran?
A: Check the AI Conversations page for records that should have triggered the automation, and verify if the expected action occurred.

Q: Can I test an automation without a real trigger?
A: Currently, automations need real trigger events. Use a test call or chat to trigger them.

Tags:

automationtriggernot-workingtroubleshootingworkflow

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