--- title: "Troubleshooting Automations: Step-by-Step Guide and Best Practices" description: "When an automation doesn't perform as expected, it can often be traced back to a few core areas: entry conditions, automation setup, the specific actions within the automation, or the data on the contact or transaction." --- [Skip to content](https://support.thinkaidium.com/troubleshooting-automations#main-content) English Show submenu for translations [Sign in](https://support.thinkaidium.com/_hcms/mem/login?redirect_url=https%3A%2F%2Fsupport.thinkaidium.com%2Ftroubleshooting-automations&hsLang=en) [![Logo-Green-Positive@4x](https://support.thinkaidium.com/hs-fs/hubfs/Logo-Green-Positive@4x.png?width=184&height=35&name=Logo-Green-Positive@4x.png)](https://lendware.ai/) Open main navigation Close main navigation - English Show submenu for translations - [Sign in](https://support.thinkaidium.com/_hcms/mem/login?redirect_url=https%3A%2F%2Fsupport.thinkaidium.com%2Ftroubleshooting-automations) - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.thinkaidium.com/?hsLang=en) 2. [Automations](https://support.thinkaidium.com/automations?hsLang=en) 3. [Initial Setup](https://support.thinkaidium.com/automations?hsLang=en#initial-setup) # Troubleshooting Automations: Step-by-Step Guide and Best Practices ## When an automation doesn't perform as expected, it can often be traced back to a few core areas: entry conditions, automation setup, the specific actions within the automation, or the data on the contact or transaction. #### Step-by-Step Troubleshooting ### 1. Check the Automation Entry Conditions Start by confirming whether the contact or transaction met the criteria to enter the automation. - Was the correct tag applied or the right triggering event used? - Were all required fields present (such as an assigned loan officer, transaction type, or loan status)? - Did the data meet the entry conditions at the exact time the automation was set to trigger? **Tip: Use a filtered contact or transaction list to simulate your conditions and confirm who should qualify.** ### 2. Confirm the Automation Was Assigned If the criteria were met, verify that the automation was actually assigned. - View the automation history on the contact or transaction record. - Check for any "Assigned Automation" activity in the timeline or activity log. --- ### 3. Review Automation Actions If the automation was assigned but the actions didn’t occur, inspect the specific steps. **For Email Steps:** - Is the email published and active? - Does the contact have a valid email address? - Is the contact flagged as "Do Not Email" or unsubscribed? - Was the same email already sent previously and skipped due to deduplication rules? **For Tags, Status Updates, or Other Actions:** - Is the automation applying a tag or status the record already has? - Is the transaction in a state that prevents updates, such as "closed" or "archived"? --- ### 4. Check for Exit Conditions or Delays - Did the record exit the automation due to an exit condition being met? - Are there wait steps or delays that haven’t yet completed? - Was the automation paused, edited, or deactivated after assignment? --- ### 5. Inspect Contact or Transaction Data Some automations fail due to incomplete or incompatible data. - Is there an assigned loan officer, processor, or team member? - Is the transaction in an expected status or pipeline stage? - Are custom fields or required values present and correctly filled? --- #### Best Practices to Prevent Automation Issues - **Use Internal Test Records:** Always test automations on internal contacts or transactions before applying them to live accounts. - **Label Steps Clearly:** Use descriptive naming conventions for automation steps to make review and debugging easier. - **Avoid Redundant Triggers:** Ensure that overlapping automations or conditions don’t conflict with each other. - **Define Exit Conditions Carefully:** Review exit conditions to prevent early or accidental removal from automation. - **Conduct Regular Audits:** Check and validate automations on a recurring basis, especially for business-critical workflows. --- #### Common Example: Email Didn’t Send After Automation Was Assigned This is a frequently reported issue. Here's how to break it down: 1. Contact met entry conditions and was assigned to the automation 2. Email step exists and is published 3. Email was not delivered Troubleshooting checklist: - Is the contact's email address present and properly formatted? - Is the email action marked as "Skipped" in the automation history? - Has the contact unsubscribed or been flagged as "Do Not Email"? - Has the same email already been sent previously through another automation? 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