Troubleshooting Process Automation

With active monitoring, we catch many failures before you notice them. If you run into a problem, the points below help pin down the cause. If in doubt, contact us with the date, time and an example of what failed.

The automation has stopped working

1. 1

   Think about what changed

   Has a password changed, a tool's plan been altered, a user left or a spreadsheet been restructured? These are the most common causes.

2. 2

   Check access

   Some connections expire and need re-authorising, especially Google and Microsoft accounts. If you received a notice from the tool, forward it to us.

3. 3

   Handle pending cases manually

   While we fix it, do urgent tasks by hand, such as issuing an invoice, and note what you did to avoid duplicates.

4. 4

   Let us know

   Send us a message with what you saw. We check the run history and fix it.

There are duplicate records or invoices

This can happen when the same event arrives twice (for example, a payment notified twice) or when someone did by hand what the automation also did. Don't cancel tax documents without speaking to your accountant; let us know so we can strengthen the duplicate check.

Messages aren't reaching customers

• Check the customer's contact details are correct and complete, including the country code for WhatsApp.
• Automated emails can land in the recipient's spam; ask the customer to check.
• On WhatsApp, platform rules limit some business-initiated messages; we adjust templates and timing if needed.

Errors from the invoicing software

Errors such as an invalid tax number, a missing document series or a missing VAT rate usually come from the source data or the invoicing software's settings. Fix the data at source where possible and tell us so we can add a validation.