View your recent automations in the Automations tray

This article describes how to view the status of the recent automations you triggered using the Automations tray in the Cerby web app.

Who can use this feature?

• Workspace Owners, Super Admins, Admins, Users, Login-Only, and Guest Users

• Item Owners who triggered automations containing nested automation jobs

• Only supported using the Cerby web app

As a workspace Owner, Super Admin, Admin, User, Login-Only, or Guest User, you can use the Automations tray to check the current status of the automations you have triggered recently for the items you own, and navigate directly to the automation details. These automations are displayed as clickable cards.

To view your recent automations, complete the following steps:

1. Log in to your Cerby workspace.

2. Click the Automations icon located at the top right of the page. The Automations tray is displayed with your most recent automations in cards within the All recent automations tab.

   NOTE: Automations in the All recent automations tab are grouped into Active (currently in progress) and Recent (completed) sections.

From the Automations tray, you can perform the following actions:

• View the following information for each automation:

  • Item name

  • App name

  • Item type

  • Created and updated date for the automation

  • Automation status

• Select the Not completed tab to display the automations that were not completed, and take action on them.

• Click the item name to be redirected to the account or business hub details page.

• Click the automation card or the View details button to be redirected to the automation details page.

Now you are done.