The Automations tab on the client dashboard shows you every automation that has been triggered for that specific client — which workflows ran, whether they succeeded or failed, and the details of each step.
Where to Find It
Go to Trainerize Clients and open a client
Click the Automations tab in the left sidebar
What You'll See
A list of the 50 most recent automation executions for this client, sorted newest first. Each entry shows:
Workflow name — which automation ran (click to open the full automation history)
Status badge — color-coded:
Completed (green) — all steps finished successfully
Failed (red) — one or more steps encountered an error
Running (blue, pulsing) — currently in progress
Pending (gray) — queued, not yet started
Skipped (gray) — was skipped (e.g., conditions not met)
Cancelled (yellow) — manually cancelled
Started at — exact date and time
Duration — how long the execution took
Trigger type — what triggered it (e.g., "new client joined", "form submission", "tag added")
Viewing Step Details
Click any execution to expand it and see the individual steps:
Each step shows its action label (e.g., "Send Trainerize Message", "Assign Check-In Template")
Status icon: green checkmark (success), red X (failed), or skip arrow (skipped)
Duration per step
Error message if the step failed — tells you exactly what went wrong
Result message if successful
Clicking the Workflow Name
Click the workflow name to navigate to the full Automation Execution History page for that specific workflow — showing all executions across all clients, not just this one.
Important Notes
This tab is read-only — you can view execution history but cannot retry, cancel, or re-run automations from here
Shows the 50 most recent executions only
For managing automations themselves (creating, editing, enabling), go to Automations
