Troubleshooting a Failed Workflow

Sometimes a workflow that previously ran smoothly may stop working. This can happen for a variety of reasons. If you notice this, here are the steps to help you resolve the issue:

1. Watch the Workflow Run

The quickest way to diagnose the problem is to watch the workflow as it runs. This lets you see exactly where it fails. From there, you can go back into the workflow setup and make adjustments to fix the issue.

2. Check for Platform Changes

If your workflow connects to other platforms (such as forms, CRM, or portals), updates made on those platforms can cause flow-on effects. For example, a button label may have changed or a login page may look different. Reviewing recent changes to those platforms can help pinpoint the cause.

3. Confirm Credentials

Workflows often rely on saved credentials to log in and perform tasks. If a password has changed, or the saved credentials are no longer valid, the workflow may fail. Double-check that the correct credentials are saved and update them if needed.

4. Consider Model Upgrades

From time to time, we upgrade the BuddyBee model to improve performance and accuracy. Occasionally, these upgrades may affect how a workflow runs. If you suspect this is the case, try re-running the workflow after making small adjustments to your setup.

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