The Automations page, overview
Learn how the Automations page works in Pulse, what its metrics mean, and how to manage your automated customer journeys.
April 20, 2026
Automations are always-on flows that engage your contacts automatically, based on triggers, rather than something you send manually each time. This article covers the main Automations page, where every flow you build lives.
Where to find it
Click Automations in your sidebar. The subtitle explains the idea clearly: "Build intelligent trigger-based flows that engage contacts and drive conversions automatically."
Unlike a campaign, which you send once, an automation keeps running in the background, enrolling new contacts as they match its trigger, for as long as it stays active.
Starting a new automation
Click + New Automation in the top-right corner. This opens the automation builder, where you actually design the flow itself.
The automation builder is covered in detail in the next article.
Understanding your nine stat cards
Across two rows, nine cards summarize your automation activity.
Row one:
- Total automations — every automation you've built, across all lifecycle states
- Active automations — how many are currently enrolling new contacts
- Paused automations — automations temporarily stopped, without being deleted
- Drafts — automations you've started building but haven't activated yet
- Avg. completion rate — on average, what percentage of enrolled contacts make it all the way through a flow
Row two:
- Revenue generated — total revenue tied back to your automations
- Conversion rate — what percentage of enrolled contacts go on to convert
- Total enrolled — how many contacts have entered your automations in total
- Orders attributed — how many orders can be traced back to an automation
Most of these cards also show a comparison "vs previous period", so you can tell at a glance whether things are trending up, down, or holding steady, not just what the current number is.
Filtering your automations
Six tabs let you narrow your view: All, Active, Paused, Drafts, Needs review, and Archived.
Needs review is worth paying attention to. It's a dedicated space for automations that may need your attention, rather than leaving you to notice a problem on your own by scanning through everything.
Below the tabs, a search bar lets you find an automation by name. You can also set a date range, for example "Aug 16 – Sep 15, 2026", to control which period your stat cards reflect, alongside a sort option and a Filters button for further refinement.
Getting started if you haven't built anything yet
If your automations list is empty, you'll see "No automations yet", with the note "Create your first flow to automate a customer journey," and a New Automation button to get started right away.
A practical way to use this page over time
As you build more automations, get in the habit of checking Needs review and Paused specifically, rather than only looking at Active ones.
An automation quietly paused or flagged for review is easy to forget about entirely if you're only ever looking at what's currently running.