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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.

Xenios Charalambous avatar
Written by Xenios Charalambous
Updated over a week ago

What is Execution History?

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.

Why it matters:

  • ✅ Verify automations are running correctly

  • ✅ Troubleshoot failures fast

  • ✅ See which clients triggered each automation

  • ✅ Retry failed automations with one click

  • ✅ Monitor performance over time


📍 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


📊 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

⚠️ 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

Examples:

  • New client added

  • Client entered Smart View

  • Form submitted

  • Days in Program milestone

Step-by-Step Breakdown

Click View steps to see:

  • Step name

  • Step status

  • Duration

  • Error details

  • Success confirmation


🔍 Searching & Filtering

Search Bar

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.


📈 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


🎯 Execution Timing Logic

Instant triggers:

  • New Trainerize Client Added

  • Client Enters Stage

  • AI Form Submission

Every 6 hours:

  • Client Enters Smart View

At scheduled time:

  • Days in Program

Execution time:

  • Simple → 5–15 seconds

  • Medium → 15–30 seconds

  • Complex → 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


🎓 Real-World Scenarios

Scenario: Program Not Found

  • Fix wrong program name

  • Retry execution

Scenario: Client Didn’t Receive Welcome Message

  • Check Trainerize thread

  • Verify notifications

  • Automation ran correctly

Scenario: Milestone Didn’t Trigger

  • Missing program start date → add it


💡 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

How long is history kept?
90 days.

Can I delete execution history?
No.

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

Why did my automation run twice?
User re-entered a Smart View or manual retry.

Can I pause automations?
Yes — toggle to Inactive.

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