Monitor a running automation

Once an automation is running, the workflow canvas doubles as a live dashboard. Open any active automation and you can see how it’s performing — who’s in it, where they are, and how each email is doing — without switching views or entering edit mode.

Availability

Some of the monitoring views described here may need to be enabled for your account — contact support if you don’t see them.

For the full picture of what Automations can do, see Working in Automations.

Journey and enrollment metrics

The automation’s starting card shows live totals that update as subscribers move through the flow:

• Journeys — created, currently running, and finished
• Subscribers — enrolled, in progress, and completed

Use these to gauge an automation’s reach and activity at a glance.

Subscriber counts on every step

Counts appear directly on the canvas:

• Delay steps show how many subscribers are currently waiting and how many have already passed through — useful for spotting bottlenecks or confirming your timing works as intended.
• Branches show how many subscribers took each path, so you can verify your conditions split the audience the way you expect.

If one branch has far fewer subscribers than expected, review its criteria to make sure the logic matches your intent.

See who’s at each step

Select any step in a running automation to view the subscribers currently at that step and those who have already moved past it — each with their name, email, and status. This lets you confirm the right people are receiving your messages and find anyone who seems stuck.

Email performance per step

Select any Send Email step to see performance aggregated across every run of the automation:

• Sends and successful deliveries
• A breakdown of bounces
• The links readers clicked most in that email

No need to piece together individual journey runs — each step reports its complete history.

View configuration without editing

A running automation also displays its full configuration in read-only form: the newsletters and links it watches and the criteria on each branch (match mode, tags, profile fields, newsletters). You can audit or document the setup without risking an accidental change, and switch to edit mode only when you actually want to change something.

If something looks wrong

Check the Automations Errors Table to see failed automations and why they failed, or send yourself a test email from any step.

Tip

If you’ve connected an AI client such as Claude Desktop to Letterhead, you can also ask it which of your automations are running, paused, or have errored.