Notifications give you an immediate alert when a workflow runs into an error, so you can spot and fix the problem quickly. Staying on top of errors as they happen means you can act fast and keep downtime to a minimum. This matters most in workflows tied to customer interactions, sales processes, or other key business operations. This guide covers how to use email notifications to keep things running smoothly and reduce the risk of workflow disruptions.

Accessing Workflow Settings

Go to the Automation section from your account Dashboard, then select the Global Workflow Settings tab at the top of the page. This takes you to a settings page where you can configure your email notification preferences.

Customising Notification Preferences

Here you can manage your email notification preferences. By default, this option is toggled on, so all account administrators receive an immediate email notification whenever an error occurs in a workflow. This keeps you informed of any workflow failures so you can act quickly and maintain a consistent, reliable experience for your customers.

To customise who receives the notifications, select the relevant users from the dropdown menu. This gives you more control over who gets alerted, so you can direct notifications to the right people based on their roles and responsibilities.

📌NOTE: Users will receive only one email every 24 hours, with additional notifications sent if new errors are detected after these 24 hours.

Once you're happy with your configuration, click the Save button to apply your changes.

Auto Save

The Auto Save feature makes building workflows easier. When enabled, it saves your changes automatically, so you don't need to worry about losing any updates.

Pause Workflow

The Pause Workflow feature lets you temporarily stop specific workflows, or all workflows, within a chosen date range. You can also set date ranges to repeat annually, so the selected workflows pause on those dates every year automatically.

Setting Up Workflow Pausing

In Global Workflow Settings, scroll down to Pause Workflow, choose the Start Date and End Date for the period you want the workflows paused, and then select the workflows you wish to pause from the list. You can choose "All Published Workflows" or individual workflows as needed. Tick the "Annually" checkbox if you want the workflows to pause on these dates every year. Use the Clone or Delete icons to duplicate or remove date ranges as needed. Click the Save button to apply the changes.

Example Use Case

If you want to pause workflows over the holiday period, such as from 25th December to 2nd January, to avoid sending communications during that time, simply set the date range, select the workflows, and save.

Reviewing Errors

If any errors are detected in your workflows, they'll appear in the Workflow Needs Review tab. To acknowledge them, mark them as read.

To see the details of an error, click on the Workflow Name. This takes you to the Execution logs, where you can review the specific errors within the workflow. Once you've reviewed them, mark the errors as read to confirm they've been addressed.

By configuring your notification preferences and staying on top of any issues as they arise, you can take timely corrective action and keep your critical workflows reliable. Following this guide will help you use notifications to keep your business processes running smoothly and improve overall performance.

FAQ

Q: How do I pause workflows on specific dates?

  • A: To pause workflows on certain dates, go to Global Workflow Settings, select the date range you want, choose the workflows to pause, and click Save. You can also set the date range to repeat annually if needed.

Q: Can I set workflows to pause automatically on the same dates every year?

  • A: Yes, you can tick the "Annually" option when setting up a date range. This ensures workflows pause on the same dates each year.

Q: What is the maximum time limit I can pause workflows?

  • A: You can pause workflows for a maximum of 15 days within a single date range.

Q: Can I apply multiple date ranges for pausing workflows?

  • A: Yes, you can add up to 15 date ranges. However, they should not overlap for the same workflow.

Q: Who can access the pause feature for workflows?

  • A: The pause feature is only available for Admin roles.