Start with the automation’s saved settings, logs, and the affected card. This guide helps you investigate a missing action, repeated action, or error without creating duplicate tasks, messages, or updates.

Before You Change or Retry a Rule

• Note the automation title, card, expected result, and event time.
• Check Status, trigger conditions, When, and Only fire if office is open. Draft, Test Mode, and Live are distinct; saving does not automatically activate a rule.
• Immediately uses the automation queue and does not promise instant execution.
• If a Live rule is producing unwanted results, coordinate with your team, set it to Draft, and Save while you investigate. This does not undo actions already completed.

Where to Find Automation Information

Board → Kanban. 1 Open all board automations, then the rule’s three-dot menu → Logs. 2 The stage sparkle icon shows only that stage’s automations.

Use the automation’s Logs first, then compare them with the card and any available board diagnostics.

Automation Logs (Per Automation)

To view a rule’s available log history:

1. Open the board.
2. Click the sparkle icon to open Automations.
3. Locate the automation you want to troubleshoot.
4. Open the automation’s three-dot menu and choose Logs.

Review the recorded attempts and error details. Compare the affected card, action, and time with the result you expected. For a multi-action rule, check which actions succeeded as well as which failed.

Diagnostics Tab (Board-Level View)

Board → 1 Diagnostics. 2 Select Automation Warnings to focus on issues; compare the results table with the affected automation and card.