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Automation Execution History: Monitoring & Troubleshooting Guide

Track automation runs, understand status codes, troubleshoot errors, and retry failed executions. Your complete monitoring dashboard guide.

Written by Xenios Charalambous
Updated over 2 weeks ago

Execution History is your automation monitoring dashboard. It shows every time an automation has run, whether it succeeded or failed, and full details for each step.


How to Access Execution History

From Automations List

  1. Find the automation you want to check

  2. Click the three dots (⋮)

  3. Select View History

From a Client's Dashboard

  1. Go to Trainerize Clients and open a client

  2. Click the Automations tab in the left sidebar

  3. This shows the 50 most recent executions for that specific client


Execution Status Types

Completed

  • Automation ran successfully

  • All actions executed

  • Nothing to fix

Failed

  • Automation encountered an error

  • How to fix:

    1. Expand the execution

    2. Read the error

    3. Fix the issue

    4. Click Retry

Common causes: Missing required data, program not found, no active message thread, deleted client, API error.

Running

  • Currently processing actions

  • Normally 5–30 seconds

  • If stuck > 5 minutes, contact support

Pending

  • Queued and waiting to run

  • Usually only a few seconds

Skipped

  • Trigger conditions were not met (e.g., tag filter didn't match)

  • Send Message dedupe: if the automation already sent this exact message to this client earlier in the same day (UTC), subsequent runs mark the Send Message step as skipped so clients never receive duplicate messages. Other steps (tag add, stage move, etc.) still run normally.

  • No action needed

Cancelled

  • Cancelled manually or due to system maintenance


What Each Execution Shows

Header

  • Automation name

  • Status badge

  • Timestamp

  • Client name (clickable)

  • Duration

  • Progress bar "X/Y steps"

Trigger Details

Shows what triggered the automation (e.g., new client added, form submitted, tag added, client deactivated).

Step-by-Step Breakdown

Click View steps to see:

  • Step name and action type

  • Step status (success, failed, or skipped)

  • Duration per step

  • Error details if the step failed

  • Result message if successful


Searching & Filtering

Search by:

  • Client name

  • Automation name

  • Trigger type

Status Filter

  • All

  • Success

  • Failed

  • Running

  • Cancelled

Pro Tip: Start with Failed to find issues instantly.


Retrying Failed Automations

How to Retry:

  1. Open execution history

  2. Click Retry

  3. The automation runs again immediately

Retry when:

  • Temporary network error

  • API error

  • You fixed missing data

Do NOT retry when:

  • Client no longer exists

  • Program/template doesn't exist

  • Automation setup needs changing


Common Errors & Fixes

"Client not found in Trainerize"

Client deleted — remove/update client.

"No active thread"

Assign coach or ensure Trainerize messaging is active.

"Program not found"

Program name mismatch — select valid program.

"Template not found"

AI Check-In template deleted — update automation.

"Missing required field: email"

Update client profile with missing data.

"Timeout / API error"

Retry after a few minutes.

"Rate limit exceeded"

Too many requests — retry later.


Execution Timing Logic

Instant triggers (fire immediately when the event happens):

  • New Trainerize Client Added

  • Client Reactivated

  • Client Deactivated

  • Client Enters Stage

  • AI Form Submission

  • Trainerize Tag Added

  • Trainerize Tag Removed

  • AI Task Created

Checked every few minutes:

  • Client Enters Smart View

At scheduled time:

  • Days in Program

Execution time per automation:

  • Simple (1–2 actions) — 5–15 seconds

  • Medium (3–5 actions) — 15–30 seconds

  • Complex (6+ actions) — 30–60 seconds


Reading the Progress Bar

  • Full Green: All steps completed

  • Partial Red: Failed mid-way

  • Blue: Running

  • Gray: Pending / Cancelled


What Gets Logged

Logged:

  • Trigger details

  • Client name

  • Execution timestamps

  • Action statuses

  • Errors

  • Durations

Not Logged:

  • Message content

  • Full form responses

  • Sensitive fields


Monitoring Best Practices

  • Check Execution History weekly

  • Filter by Failed first

  • Monitor new automations daily for the first week

  • Compare successful vs failed executions

  • Fix issues before retrying


Pro Tips

  • Always test new automations using Test Mode

  • Add Slack alerts via webhooks for important automations

  • Document recurring errors

  • Compare successful vs failed runs when diagnosing issues

  • Check execution ID when contacting support


Frequently Asked Questions

Can I delete execution history?
No. Execution history is retained automatically.

Why isn't my automation triggering?
Check filters, data, and activation toggle.

Why did my automation run twice?
This can happen when a client re-enters a Smart View, a Trainerize webhook is delivered twice, a reactivation event overlaps with a new-client event, or you manually retry. Don't worry — we automatically dedupe the Send Message step so clients won't receive duplicate messages. If you see two executions in the history, check the step details: the second run will show the Send Message step as "skipped" while still running other actions normally.

Can I pause automations?
Yes — toggle to Inactive.

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