Review account automation

Use the Account Automation hub to see which automated follow-ups are running for your customers, pause or stop one for a single account, and review anything waiting for approval.

In the sidebar, open Automation, then By Area, then Accounts. The page address is /accounts/lifecycle. The page heading reads Account lifecycle hub. It is the place to watch the automated sequences that run against your leads and customers, such as follow-up messages, without leaving the accounts area.

Before you start

• Your admin has to give your role the View lifecycle automation permission. Without it the page shows Lifecycle access is unavailable.
• Pausing, resuming and stopping a sequence for one account needs a separate operate permission; reviewing approvals needs an approvals permission; creating automations needs a manage permission. Controls you lack are greyed out or missing.

Steps

1. Read the four tiles at the top: Visible automations, Pending approvals, Open enrollments and the next due action. They tell you at a glance whether anything needs you.
2. Scroll to Actionable enrollments. Each row is one account currently inside an automation, with its Status, Subject, Current step and Next due date.
3. To hold a sequence for an account, press Pause lifecycle sequence on its row. Press Resume later to let it carry on.
4. To end a sequence for good, press Suppress future actions. The Suppress future lifecycle actions? dialog confirms it; the history is kept, but nothing further is sent.
5. To see why something did or did not happen, press Why this happened on the row (it only appears when your role can see lifecycle support details), or Open record to jump to the account itself.
6. To handle approvals, press Work domain approvals under Quick actions. It opens the approvals waiting in this area without leaving the page. Review next approval opens the next one straight away.

What you see

• Active automations lists the sequences set up for accounts, each with its Journey, Scope and when it was Updated. Builder, Runtime and Insights open that automation's settings, its live activity and its results.
• Pending approvals lists messages or actions that a person has to sign off before Nova sends them.
• Interventions and holds collects blocks, holds and failed steps that still need someone's attention.
• Recent account lifecycle activity shows what ran lately; Account engagement analytics shows the results, when your role can see analytics.
• Browse accounts returns to the account list. Open control plane and Global approval queue go to the organization-wide automation pages, where automations for every area are managed together.

If something looks different

• A tile shows View only, Approval review gated, Analytics gated or Content access gated: your role lacks that permission; ask your admin.
• Create account automation opens a builder drawer with a Preset library and a full Definition form. Building an automation is an admin task; if you only need to stop or pause one for a customer, use the row actions above instead.
• Nothing is listed under Active automations and the page says no account automations are visible yet: none has been created for this branch or organization, or you are looking at a different branch.
• You want the same for projects and tasks: see Review work automation.