Understand Your Hubspot Automation Overview
The Hubspot automation overview helps you monitor workflows, review performance, and troubleshoot issues across your CRM so you always know what your automation is doing.
This guide explains how to find and use the automation overview page, how to read its key sections, and how to act on alerts so your processes stay healthy and efficient.
Where to Find the Hubspot Automation Overview
In your account, the automation overview is accessed from the workflows tools. It gives you a central place to review activity and manage any problems that appear.
- Log in to your portal.
- Navigate to your workflows tool in the main navigation.
- Open the automation overview area from the workflows section.
From here you can see high-level data about all automation, drill down into specific workflows, and quickly identify items that need attention.
Key Sections of the Hubspot Automation Overview
The overview page is organized into sections so you can quickly understand what is happening across your automation tools.
Workflow performance snapshot
The top area highlights recent automation activity and any workflows with issues. You can usually see:
- How many workflows are turned on.
- Recent enrollment or execution counts.
- Alerts about errors or paused items.
Use this section as a quick status check whenever you log in.
Alerts and issues in Hubspot automation
The alerts section on the automation overview focuses on what needs your attention. Typical alert types include:
- Workflows with errors in actions or integrations.
- Automation that has been turned off or paused.
- Enrollment problems, such as missing enrollment criteria.
Each alert usually lets you click through to the affected workflow for more detail.
Workflow list and filters
The workflow list on the automation overview lets you filter and sort all your automation. You can:
- Filter by workflow type, such as contact, company, deal, or ticket workflows.
- View status, including on, off, or draft.
- Sort by last updated, creator, or performance metrics.
These tools help you focus on specific automation areas that matter most right now.
How to Use the Hubspot Automation Overview Step by Step
Follow the steps below as a simple routine when you manage your automation.
1. Check overall automation health
- Open the automation overview page.
- Review the top snapshot for a quick health check.
- Note any spikes or drops in activity that might need deeper review.
This quick review helps you catch problems early before they affect a large number of records.
2. Review alerts and fix issues in Hubspot
- Scroll to the alerts section.
- Prioritize alerts by severity or impact, such as errors that stop actions from running.
- Click into each alert to open the related workflow.
- Review the detailed error message in the workflow editor.
- Update the affected action, integration, or enrollment criteria.
- Save and, if needed, turn the workflow back on.
After fixing issues, return to the automation overview and confirm that the alert count has decreased.
3. Evaluate workflow performance
Use the workflow list in the automation overview to identify which automation should be optimized.
- Filter for active workflows only.
- Sort by enrollment or completion count to find your highest-impact workflows.
- Open individual workflows to see performance metrics and history.
Focus optimization time on workflows that touch the most records or affect critical processes such as lead nurturing or customer onboarding.
4. Use automation overview data to improve processes
The data in the Hubspot automation overview can guide broader optimization decisions across your CRM.
- Identify steps where contacts frequently hit errors or timeouts.
- Find enrollment conditions that may be too broad or too narrow.
- Spot workflows that overlap or conflict with each other.
Based on what you learn, you can refine your automation design, simplify complex branches, or consolidate similar workflows.
Best Practices for Managing Hubspot Automation
Using the automation overview regularly will keep your system reliable and easier to scale.
Schedule a regular automation review
Set a recurring time to review the overview and handle new alerts. Many teams benefit from:
- Daily checks for business-critical automation.
- Weekly deeper reviews for performance and optimization.
- Monthly audits of old or unused workflows.
Document your workflows and changes
When you edit workflows after seeing data in the automation overview, keep a simple change log. Include:
- Which workflow you updated.
- What was changed and why.
- The date and owner of the change.
This record makes it easier to troubleshoot if numbers change unexpectedly later.
Align automation with your CRM strategy
The automation overview is most powerful when your workflows match your broader CRM and revenue goals. Make sure:
- Each workflow has a clear purpose.
- Enrollment criteria match your lifecycle stages and segments.
- Workflows support your sales, marketing, and service handoffs.
When your strategy is clear, the overview makes it simple to see whether automation is executing as intended.
Learn More About Hubspot Automation
For detailed, official product information and screenshots of the automation overview and workflows tool, review the documentation at this Hubspot knowledge base article.
If you need strategic help designing workflows, building scalable automation, or aligning automation with your broader CRM and revenue operations, you can also explore services from specialists at Consultevo.
By checking the automation overview regularly, acting quickly on alerts, and using the insights to refine your workflows, you ensure your automation runs smoothly and supports your entire customer lifecycle.
Need Help With Hubspot?
If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.
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