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The People Tab

Click the People tab of an automation to view everyone who has entered it. Each time someone runs through the automation, a new row is added. You’ll see:
  • The person (click their name to open their person detail page)
  • Their last completed step — the step number with the step type shown right beneath it (like Send Email)
  • Their status: Queued, In Progress, Completed, Canceled, or Failed. Click the status badge (or the info icon next to it) to open their step timeline
Search the table by name to jump straight to a person’s runs — searching is multi-word aware, so a first and last name works. Use the Status filter to show only the runs you want: pick any combination of Queued, In Progress, Completed, Failed, and Canceled. Both work server-side across every run, not just the ones scrolled into view. Filtering to just Failed runs before selecting them pairs well with retrying runs in bulk. Select runs with the checkboxes to act on them in bulk from the action bar — Retry the failed or canceled ones (see Retrying & Resuming Runs) or Cancel the in-progress ones. With runs selected, press R to retry or C to cancel.

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Step Timeline

In the last completed step column, the step number appears with the step type shown right beneath it. To open the person’s Automation Timeline, click their status badge — or the info icon beside it. The timeline is a step-by-step history of their journey through the automation. Each entry shows what happened and when:
  • Waiting — they entered a wait, along with what they’re waiting for
  • Completed — they finished a step (like a sent email or notification)
  • Branch: Yes / Branch: No — an If / Else step routed them down a path
  • Ended — an End Automation step stopped their run
If the person is still in progress, a banner at the top shows the step they’re currently waiting on. If their run failed, the reason is shown too. Each entry is recorded as it happens and keeps its own copy of what to display, so the timeline stays accurate even if you later edit or delete a step.
Step timelines are recorded for runs that started after this feature was released. Older runs open the timeline but show that no step history was recorded for them.

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Canceling a Run

  • Cancel one person — click the Cancel button next to a person who is currently in progress. They’ll stop receiving any remaining steps. Cancel by mistake? Click Undo to restart their run — it picks up from the step right after the last one they finished (if they were in a Wait step, that wait starts over). If nothing was left after the cancel point, Undo marks their run Completed instead. Runs that Flowforth canceled on its own — because the person isn’t subscribed, has no email address, unsubscribed from the email’s category, or shared a duplicate address — can’t be restored this way; they’d need to enter the automation again normally.
  • Cancel a selection — tick the checkboxes next to the runs you want, then click Cancel in the action bar (or press C) and confirm in the dialog. Only in-progress runs are canceled — if your selection includes other statuses, the dialog tells you how many will be canceled and skips the rest.
  • Cancel everyone — you can cancel all active runs for an automation at once, without disabling the automation, so it still fires for new people going forward.
If a person didn’t receive an email because of a duplicate email address (another person in the automation shares the same address), their run is marked Completed and the People table will show the duplicate address as the reason.
After refreshing your list, allow a few minutes for Flowforth to sync and begin processing people into the automation.

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Automations on the Person Detail Page

You can also view a person’s automation history from their detail page, under the Automations tab. This shows:
  • Every automation they’ve been enrolled in
  • Their last completed step — the step number with the step type shown beneath it
  • Their current status (click the status badge, or the info icon next to it, to open that run’s step timeline)
  • When they were enrolled
The Emails Received tab on the person detail page also includes emails sent through automations. You can filter the table to show only regular emails, only automation emails, or both.
Need help setting up or troubleshooting an automation? Contact support@flowforth.co.