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How to View a Client's Automation History

See which automations have run for a specific client, their status, timing, and step-by-step execution details — all from the client dashboard.

Written by Xenios Charalambous
Updated over a month ago

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

  1. Go to Trainerize Clients and open a client

  2. 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

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