The third and final tab of the Deals app is the Automations Log.
This tab serves to help you keep track of all of your various deal automation throughout your sales pipelines. You'll be able to rapidly identify the type of automation, its current status, when it's scheduled to trigger, and which automation follows it.
First, let's address the Automations Log table.
Automations Log Columns and Descriptions
Deal Name - This shows the Deal Name that's associated with the automation. You can click on the deal name in blue text to access the deal card. The expected value of the deal will also appear below.
Associated Business - If there is a business contact record associated with this deal, it will appear here. Note that a business must be associated to complete a Build InstaSite or Build InstaReport automation.
Associated Person - If there is a person contact record associated with this deal, it will appear here. Note that a person must be associated to complete email or SMS automation.
Current Deal Stage & Pipeline - This lists the current stage of this particular deal in the chosen sales pipeline.
Current Deal Automation - This lists the latest deal automation that is expected to occur for this deal within the pipeline. If you have additional automation scheduled to take place after this one, this column will update with the most current one available.
Status - This shows the current status of the current deal automation. Queued means that the automation is scheduled to occur at a later time. Successful means that the automation is complete. Failed means that we were unable to complete the automation due to an unexpected error.
Triggering/Triggered On - This shows the exact date and time that automation occurred or is expected to occur.
Next Deal Automation - This shows the next automation to follow the current one. If there is no automation next in line, this will read "No Additional Automation."
Filtering Your Automation Logs
You can filter the automation log table to show only the deal automation that's immediately relevant to your needs. You can find all of your filtering options in the left-most column.
Note - You can use as many of these filtering options simultaneously as necessary.
Check the box next to an automation status to see automation with that status only. The statuses are as follows:
Queued means that the automation is scheduled to occur at a later time. Check the Triggering On/Triggered On column to see the expected time.
Successful means that the automation is complete. You can once again check the Triggered On column to see when your automation took place.
Failed means that we were unable to complete the automation due to an unexpected error.
Next, you can filter the logs by automation type.
Check the box next to one of the four types to see automation of that kind only within the table.
Associated Person / Business
If there are people or businesses associated with your deal automation, you can select them by using the dropdown menus. Then, check the box next to the people or businesses you wish to use for your filter.
Finally, you can filter your Automations Log by selecting a specific pipeline to view. Simply click on the pipeline and your table will update automatically.
Finally, you can always search for specific automation by using the search bar in the top-right corner.
View an Automation Sequence for a Specific Deal
Finally, you can view the entire sequence of automation for a specific deal name. To do so, hover over the deal name and click on the blue gear icon. Then, click on View All Events.
This will show the entire sequence of automation that occurred to date or has yet to occur in a new table. The columns in the table still represent the same values, but only reveal items for the selected Deal Name.
If for any reason you wish to skip automation in the sequence, you can once again hover over the Deal Name, click the blue gear icon, and click Skip. This will prompt our system to skip that automation permanently.
This covers everything you need to know about using your Automations Log. Be sure to keep tabs on this regularly to ensure that your automation goes through for each deal successfully.