Row actions
| Action | Result |
|---|---|
| Pause / Unpause | Toggles whether the automation fires on its next scheduled run. See below. |
| Edit | Opens the automation for editing (schedule, recipients, subject, body). |
| Test | Sends the automation immediately — see Test Automation. |
| History | Opens the run log — see Run History. |
| Delete | Permanently removes the automation. See Delete Automation. |
Pause / Unpause
Paused automations stay in the list but skip their scheduled runs. Paused is a soft state — toggle it back on any time to resume. Useful when a client is on hold, or you’re switching report templates mid-month.Filters
- Project — show only automations for a single project.
- Status — filter to active, paused, or last-run-failed.