Automations
Find recurring store workflows, understand their status, and inspect what each automation is meant to do.
Automations help you find recurring work that Runner can perform when a listed trigger occurs.
Entry path
Open a store project → Grow → Automations.
English callouts highlight the controls. Select the image to enlarge it.
Automation cards show their configured status. A Live badge alone does not confirm a run or an email delivery.
Before you start
- Order Confirmation, Welcome Email, and Account Closed Email work on every plan. Other automations need a plan that includes Automations; without one, turning them on opens an upgrade prompt.
- Each automation card has its own availability and status.
- Turning an automation on does not run it immediately; it waits for the trigger described by that automation.
Library controls and click results
| Control | What happens after you select it |
|---|---|
| Search | Filters cards by words in the automation name or description. |
| All or a category | Shows every automation or only cards from categories such as Customer Management, Store Operations, or Reports & Analytics. Available categories depend on the library shown. |
| State filter | Shows All States, Live, Paused, Blocked by plan, or Coming soon cards. |
| Card switch | Requests Live when turned on and Paused when turned off, if the automation is available. |
| Info button | Opens Automation details with description, status, category, and last run. |
| Edit button | Opens Compose email for automations that support an email template. |
| Retry | Reloads the library after a load failure. |
Screen size: The Info and email edit buttons are shown on wider desktop layouts. If you do not see them on a phone-sized screen, reopen Automations in a wider window.
Find the right automation
- Open Automations.
- Search for the outcome you need, such as a customer message or report.
- Narrow the list with a category when the result is broad.
- Use the state filter to find live or blocked items.
- Select the info button on a card.
- Read the description, status, category, and last run before changing the switch.
- If an email edit button appears, review the template before enabling the automation.
Status meanings
| Status | Meaning and next step |
|---|---|
| Live | The automation is enabled and waits for its trigger. This does not mean it has already run. |
| Paused | The automation is available but will not start new triggered work until enabled. |
| Blocked by plan | The current plan prevents the automation from running. Review access before relying on it. |
| Coming soon | The card is visible for discovery but cannot be enabled. |
| Never run or Last run — | No completed run time is available for this project. |
Troubleshooting
- If no cards match, clear Search, choose All, and choose All States.
- If a switch is disabled, read the card status and availability reason.
- If a switch returns to its earlier state, read the error message and reload the library before retrying.
- If the library fails to load, select Retry once and contact support if it repeats.
Checkpoint before enabling
The details panel should explain the selected automation’s trigger and current status. Close it to return to the same card. A Live badge authorizes future triggers; use the last-run information and actual resulting message or report to check execution.
Watch: inspect a paused automation
The recording filters to Paused, opens Review Request details, then closes them. It does not enable the automation, edit its email, or send a message.