Automation Manager

The Automation Manager is the control surface for scheduled and recurring jobs. Use it to see what is supposed to run, when it last ran, and whether a failing workflow needs attention before the business notices it elsewhere.

What it is for

• Checking recurring jobs and background workflow status
• Reviewing the last successful or failed run
• Confirming whether the automation schedule still matches the real business need
• Reducing surprises caused by hidden background processes

Best practices

• Review failed or stale automations before assuming the app is syncing correctly.
• Treat automations as monitored operations, not set-and-forget magic.
• Document who owns important recurring jobs such as imports, billing checks, or scheduled reporting.