Automations list view: find and manage your automations
The automations list view is where you can find every automation you can access and keep them organized. From here, you can filter, sort, or search for a specific automation, then check its setup, edit its details, or act on it from the contextual menu.
What you can see and do here depends on your permission set and your relationship to each automation: whether you own it, are a global admin or are a selected user on it. See who can create and manage automations for the full breakdown.
Find your automations
Open the account menu in the top right corner and go to Tools and apps > Automations, then open the automations tab.
Filter your automations
Filters help you narrow the list based on specific criteria, similar to how you filter deals or contacts.
You can filter automations by:
| Filter | What it does |
|---|---|
| Labels | Shows automations with one or more selected labels |
| Triggers | Shows automations that start with a specific trigger type |
| Actions | Shows automations that include a specific action step |
| Status | Shows automations that are active or inactive |
| Owner | Shows automations owned by everyone, just you, other users or deactivated users. You can also search for and select a specific person. |
Sort your automations
Click “Sort by” to order the list by last update, automation name or creation date. Your selection stays until you change it.
Search specific automations
Use the search bar to find an automation by its name or description.
Manage automations in the list view
Use the quick actions menu
Click “...” next to any automation to see the actions available to you.
Transfer ownership of multiple automations at once
If you’re the automation owner or a global admin, you can select one or more automations to transfer them to the same user in one action.
Learn more in transfer automation ownership.
Open an automation’s contextual view
Click an automation to open its contextual view. Here you can see how it’s built, who owns it, who can trigger it and its execution history.
If you own the automation or are a user with the global admin permission set, then you can also make quick edits without opening the full editor:
- Click the automation’s name or description to edit it
- Click labels to add or remove one or more labels, useful for grouping automations by sales process
To give a user access to an automation, see manage access to automations.
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