Keep your workflows smooth by managing automations effectively. This guide covers how to edit, duplicate, delete, and manage automation limits in SmartSuite.
Plan Availability | All plan types with varying limitations |
Permissions | Administrators, Solution Managers: Manage automations in all solutions they oversee |
Related Reading |
Where to Find Automation Management Functions
You can manage automations from the Automations List in the Solution properties menu. Click Automations to access the list
Managing Automations
Editing Existing Automations
Need to make changes? Follow these steps:
Hover over the desired automation.
Click to open the edit modal.
Adjust settings as needed.
Tip: Share an automation link for collaboration. Copy the automation URL and share it with team members, allowing them to view and assist directly.
You can also:
Click the 3-dot menu next to an automation.
Select Copy Link to share it.
Duplicating an Automation
To duplicate an automation:
Hover over the automation.
Click the 3-dot menu and select Duplicate.
A copy will be created with the name
[Name] copy.
Deleting an Automation
To delete an automation permanently:
Open the 3-dot menu next to the automation.
Click Delete.
Confirm the deletion.
Important: Deleting is irreversible. Automations are not stored in the recycle bin.
Disabling or Re-Enabling Automations
Temporarily turn off an automation:
Locate the automation in the list.
Toggle the ON/OFF switch to disable it.
To re-enable, toggle it back to ON.
Automation Limits
Automation actions are capped based on your plan. Here are the limits:
Plan Type | Monthly Automation Actions Allowed |
Free Plan | 100 |
Team Plan | 25,000 |
Professional Plan | 100,000 |
Enterprise Plan | 500,000 |