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The Dashboard

Automation Errors

When an automation tries to run but can't complete, it doesn't fail silently — it lands in Automation Errors with a plain explanation of what went wrong. This is where you find out why, fix the cause, and either retry the action or dismiss it.

Opening Automation Errors

Click Automation Errors in the sidebar. Like Approvals, this item only appears when there's something to see, so its presence means at least one automation needs your attention. The screen is headed Errors.

A failed automation, with the reason it couldn't complete and per-row retry and dismiss actions.

Why an automation might fail

Each error is shown as a card naming the automation (e.g. "70 - National phase deadline reminder"), marked Failed, with the matter it relates to and how long ago it happened. Crucially, it also gives the reason in plain language.

The most common cause is missing information the automation needed. For example, an automation that emails a reminder to the attorney can't run if "the Attorney role has no contact with an email address assigned to this matter" — there's simply no one to send to. Reading the reason usually tells you exactly what to correct: assign the right contact to a role, add a missing email address, fill in a required field, and so on.

Fixing and retrying

Once you've corrected the underlying problem on the matter, use the retry action (the ↻ icon) on the error card to run the automation again. If the cause is resolved, it completes normally and clears from the list.

Tip

Fix the cause first, then retry. Retrying without addressing the reason — for instance retrying a "no recipient" error before adding the email address — will simply fail again.

Dismissing errors

If an error no longer matters — the automation is no longer relevant, or you've handled the outcome another way — use the dismiss action (the ✕ icon) to remove that single error from the list. To clear everything at once, use Dismiss All.

Dismissing only clears the error notice; it doesn't run the action. Use retry when you want the automation to actually complete, and dismiss when you've decided it doesn't need to.

Automation errors older than a month clear on their own, so the list stays focused on recent, actionable problems. To review or adjust the automations that produce these actions, see Automations.