Is there are away to see how many active automations I have?

Keith Greywood
Keith Greywood Posts: 42
10 Comments Second Anniversary Photogenic
edited July 25 in Workflow Automation #1

This is other than counting them manually. I recently got an email stating I had gone over some limit. It did not tell me what this limit is, or how many were active. Only that they want me to have a call with some sales rep so they can sell a more expensive plan. No thanks. 

Pipedrive must count these active tasks, so why can't it display how many active automations there are, and what our account limit is? This would be VERY helpful. 

Also a filter between to show active and inactive filters would be good, currently you just have an endless list which you need to keep loading. Certainly needs some UX work as it becomes tricky to manage once you have set up many automations. 

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited June 9 #2

    Hi Keith,

    You can see the total number of automation rules available by plan here:

    image

     

    But I agree, that the automation UX can use a major overhaul. All points you've raised are valid.

  • Chiming in here w/ a suggestion: You'd think this would be fairly easy to add to the /settings/usage-caps/overview dashboard which shows limits for deals, fields, reports, etc.

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited June 8 #4

    Chiming in here w/ a suggestion: You'd think this would be fairly easy to add to the /settings/usage-caps/overview dashboard which shows limits for deals, fields, reports, etc.

    That's where I first looked too!

  • Keith Greywood
    Keith Greywood Posts: 42
    10 Comments Second Anniversary Photogenic
    edited June 9 #5

    Hi Keith,

    You can see the total number of automation rules available by plan here:

    image

     

    But I agree, that the automation UX can use a major overhaul. All points you've raised are valid.

    Ahh, so it is 30. I will count how many I have,... 

    They are soon forcing the switch to the new version 

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited June 9 #6

    Hi Keith,

    You can see the total number of automation rules available by plan here:

    image

     

    But I agree, that the automation UX can use a major overhaul. All points you've raised are valid.

    If you have multiple seats on the account, you can set up automation rules under those accounts too without upgrading. Automation limits are per user account.