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Weekly digest: workflow enrollment and error summary for admins (automation health)

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Enterprise

Seat pricing: Enterprise edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Data Hub Enterprise.

Contact1 stepUpdated for HubSpot seat pricing
OutcomeOnce a week, the admin team gets one Slack message listing which workflows had errors in the past week, so a broken action gets caught during a routine check instead of only when someone complains a record was missed.
Workflow mapreporting-alerts-033
Scheduled trigger: Monday 08:00 leads to Custom code: fetch all flows. Custom code: fetch all flows leads to Per-flow error signal available?. Per-flow error signal available? leads to yes: Sort by error count, keep errors > 0; no: Fallback: list flows, flag stats unavailable. Sort by error count, keep errors > 0 leads to Any flows with errors?. Fallback: list flows, flag stats unavailable leads to Post to Slack. Any flows with errors? leads to yes: Format error list; no: Format: no workflow errors this week. Format error list leads to Post to Slack. Format: no workflow errors this week leads to Post to Slack. yes no yes no Scheduled trigger: Monday 08:00 Custom code: fetch all flows Per-flow error signal available? Sort by error count, keep errors > 0 Fallback: list flows, flag stats unavailable Any flows with errors? Format error list Format: no workflow errors this week Post to Slack
Scheduled trigger: Monday 08:00 leads to Custom code: fetch all flows. Custom code: fetch all flows leads to Per-flow error signal available?. Per-flow error signal available? leads to yes: Sort by error count, keep errors > 0; no: Fallback: list flows, flag stats unavailable. Sort by error count, keep errors > 0 leads to Any flows with errors?. Fallback: list flows, flag stats unavailable leads to Post to Slack. Any flows with errors? leads to yes: Format error list; no: Format: no workflow errors this week. Format error list leads to Post to Slack. Format: no workflow errors this week leads to Post to Slack. yes no yes no Scheduled trigger: Monday 08:00 Custom code: fetch all flows Per-flow error signal available? Sort by error count, keep errors > 0 Any flows with errors? Format error list Format: no workflow errors this week Fallback: list flows, flag stats unavailable Post to Slack

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

When to use it, when not to

Use it

  • Use it on a portal with more than a handful of active workflows, where nobody has time to open each one's History tab weekly.
  • Use it as a companion to reporting-alerts-006 (disabled workflow inventory) and reporting-alerts-007 (duplicate trigger detection) for a fuller monthly-plus-weekly automation hygiene routine.
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Skip it

  • Do not treat the error counts here as a full incident report. This digest tells admins WHICH workflows had errors, not the individual failed record or the root cause; both still need a manual look in that workflow's own History.
  • Do not use it if the portal's error rate is already visible another way, for example an existing BI pipeline exporting workflow execution logs.
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The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 1 numbered action

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 2 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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