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Workflow automation lets your agency run repeatable processes without someone triggering each step by hand.
Workflow automation is listed as a Professional plan feature. If these tabs are empty or absent, check your plan on the Subscription page.

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Workflows

Automation workflow definitions with triggers, step counts, and execution status. Columns: Name · Trigger · Status · Version · Last Run · Runs
Last Run is the fastest health check. An active workflow that has not run when you expect it to has a trigger problem, not a step problem.

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Credentials

Stored credentials for automation integrations (tokens, API keys). Columns: Name · Service · Type · Created
These are secrets. Only staff who administer automation should have access to this tab. Rotate credentials when someone with access leaves, and never share them outside OfficeRidge.
Created is worth reviewing — a credential created years ago and never rotated is a standing risk.

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Variables

Shared variables and environment values used across automation workflows. Columns: Key · Scope · Updated Scope determines which workflows can read the variable. Use variables for values that appear in several workflows so you change them in one place.

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Executions

Automation workflow execution history with duration, status, and error tracking. Columns: Workflow · Trigger · Status · Started · Duration (ms) · Retries Retries is the field that reveals instability. A workflow that succeeds only after retries is failing intermittently and will eventually fail outright.

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Runs

Automation job run records with processing counts and error logs. Columns: Automation · Trigger · Status · Started · Processed · Affected · Duration (ms) A run that processed many records but affected none either had nothing to do or is not matching what you expect.

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Diagnosing a workflow that is not working

1

Check the workflow status

An inactive workflow does not run regardless of its trigger.
2

Check Last Run

If it is older than expected, the trigger is not firing.
3

Review recent executions

Look at status, duration, and especially Retries.
4

Check the run detail

Compare Processed against Affected to see whether it matched anything.
5

Verify credentials and variables

An expired credential or a changed variable breaks a previously working workflow.

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Before you change a workflow

1

Note the current version

So you know what to return to.
2

Understand what it currently affects

Check recent runs for Affected counts.
3

Make the change

The version increments.
4

Watch the next execution

Confirm status, retries, and affected counts look as expected.
Automation changes records in bulk. A workflow that affects the wrong records affects many of them before anyone notices. Review the Affected count after the first run following any change.

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Troubleshooting

Integrations

Webhooks and external connectors.

Task Manager

Recurring task rules.