PLEASE NOTE: HoneyBook's Workflows have changed their name to Automations! They still have all the Workflow functionality you know and love, plus some exciting improvements and, of course, a brand new name.

Automations put your processes on auto-pilot and save you time, so we understand that it's frustrating if they're not working as intended. 

There may be a few reasons why your Automation isn't functioning and/or steps within your Automation aren't being triggered. Here are a few things that you can check:

  • Automation includes one or more steps that require approval

  • Automation includes one or more steps that are triggered by Project date

Automation includes one or more steps that require approval

If some steps require approval, be sure to approve the task so that the next step will trigger.

Automation includes one or more steps that are triggered by Project date

Make sure your Project has a date associated. If it has a TBD date, the Automation will not know when to trigger each step.

  • Did you set up your Automation to create a task?

When creating an Automation, you can add a Task as an Action. Applying the Automation to a Project will add this task to your Task Management section, as well as to the Project workspace.

Be sure to check off and complete the task so that the Automation can move to the next step.
 

If you still aren't sure why your Automation isn't working, please send us a message by clicking the Question Mark icon on any HoneyBook page. We'll take a look!







Want to learn more?


Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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