Once you have an Automation configured, there are a few things that you should know about to keep everything running smoothly.
Where to Find Automation Management Functions
You can perform Automation Management functions from the Automations list, which you display by clicking Automations in the Solution properties menu.
You can read more about navigating Automations functions in this article.
Managing Automations
After you have initially created your Automation, there are several management functions that are useful to maintain them, including:
Editing Existing Automations
If you find that you need to make adjustments to an existing Automation, no problem! Simply hover over the automation you want to modify and left click to display the edit modal, like this:
💡SmartTip: Needing to collaborate or get help on an automation from another user that has access? When you're inside the automation, you can copy the URL, send it to them, and it will open directly to the automation you were looking at!
From the automations list view, you can also click on the 3-dot menu and select the "Copy Link" option:
Duplicate Automation
Available in the 3-dot menu displayed on hover. Selecting this option will make an exact copy of the automation and its settings, naming it [Name] copy.
Delete Automation
Also available from the 3-dot menu, you can choose to delete an automation that is no longer used. You will be prompted to confirm the deletion:
Important! If you delete an Automation it is gone permanently, they are not moved to the recycle bin!
Disable or Re-enable an Automation
To temporarily disable an Automation and keep it from firing, just click the ON toggle button to OFF in the Automations list, like this:
To re-enable the Automation, just toggle back to ON and you're all set!
Automation Limits
Automation Actions are one of a few SmartSuite resources that are metered against your workspace, including a Plan-specific quantity that you can use for no additional charge. The number of included automation actions per Plan are:
Free Plan: 100 automation actions per month
Team Plan: 5,000 automation actions per month
Professional Plan: 50,000 automation actions per month
Enterprise Plan: 500,000 automation actions per month
Read more about Automation Action Limits in this article.