Automations

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.

intermediate 5 min read automation trigger not-working troubleshooting
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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

  1. Navigate to AI Logic > Agent Automations
  2. Find your automation in the table
  3. Check the toggle switch - is it enabled (on)?
  4. Click View to open the Flow Builder
  5. Review the trigger conditions - do they match what's happening?
  6. Check each action step for configuration errors
  7. Look for any error indicators (red highlights)
  8. Save and re-enable the automation
  9. 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.