Automations

Troubleshooting

Troubleshooting Automations

Fix common automation issues including triggers not firing and actions failing.

Intermediate 8 min read

Troubleshooting

Automation Not Triggering - How to Fix Your Workflow

Troubleshoot automations that aren't running when they should in Local Business Pro. Common causes and solutions.

Intermediate 5 min read

Troubleshooting

Why Is My Automation Sending Duplicate Notifications?

Fix duplicate notifications and messages from automations in Local Business Pro by checking triggers and conditions.

Intermediate 4 min read

How-To

How to Create Your First Automated Workflow

Step-by-step guide to creating your first automation in Local Business Pro using the Flow Builder.

Beginner 6 min read

How-To

Step-by-Step: Setting Up Appointment Notification Automations

Create an automation that notifies you when customers book appointments through your AI in Local Business Pro.

Beginner 5 min read

How-To

How to Use Automation Templates to Save Time

Start with pre-built automation templates in Local Business Pro instead of building from scratch.

Beginner 4 min read

Troubleshooting

Automation Actions Failing? Common Causes and Solutions

Troubleshoot failed automation actions in Local Business Pro by checking configurations and permissions.

Intermediate 5 min read

How-To

How to Create Conditional Logic in Automation Workflows

Add if/then logic to your automations in Local Business Pro so different conditions trigger different actions.

Intermediate 5 min read

How-To

Best Practices for Naming and Organizing Automations

Organize your automations in Local Business Pro with clear naming conventions so you can find and manage them easily.

Beginner 4 min read

How-To

How to Test Automations Before Enabling Them

Test your automation workflows in Local Business Pro to verify they work correctly before going live.

Beginner 5 min read

Troubleshooting

Cannot Enable Automation? Check Configuration Requirements

Fix issues preventing you from enabling automations in Local Business Pro by completing required configuration.

Beginner 4 min read

How-To

Automating the Estimate-to-Job-to-Invoice Workflow

Streamline your quote-to-cash process with automated workflows in Local Business Pro.

Intermediate 10 min read

How-To

Setting Up Automated Appointment Reminders

Create automatic reminder sequences for upcoming appointments in Local Business Pro.

Beginner 8 min read