Use the Automation Center
Open the Automation Center to see how many automations are running, what is waiting for approval, and where to go to turn automations on, review messages or read results.
In the sidebar, open Automation, then Overview. The page address is /lifecycle-automation. The page heading reads Automation Center. It is the front door to everything Nova does automatically: reminders, follow-ups, review requests and the approvals they sometimes need.
Before you start
- Your role needs permission to view automation. Without it the page says Automation Center is unavailable; ask your admin.
- The row of tabs under the heading (Overview, Automations, Approvals, Messages, Advanced Rules, Analytics, Settings) is the same on every automation page, so you can move between them without going back to the sidebar.
Steps
- Read the four counters at the top: Visible automations, Pending approvals, Profiles and Delivered. Pending approvals is the one to watch: a number there means an automated message is waiting for a person to say yes.
- To switch an automation on or off, open Automations. See Turn an automation on or off.
- To deal with a waiting approval, open Approvals. See Review an automation approval.
- To start a new automation from a ready-made starter, press Guided setup at the top right. See Start an automation with guided setup.
- To work on one area of the business, scroll to Domain automation hubs and open the card you need, such as Work Orders, Invoices or Quotes. Each hub shows the automations for that kind of record and lets you pause them for a single customer or record.
What you see
- Recommended automation starters lists the starters Nova ships with, such as Work order reminders, Post-service reviews and Payment reminders. Each card shows its trigger, its flow and the kind of message it sends. Guided setup on a card opens guided setup with that starter already chosen.
- Automation surfaces holds the same links as the tab row, with a one-line description of each.
- Subsystem state is a health readout for Nova staff. A status chip that reads healthy is all you need from it.
- Domain automation hubs links to the per-area pages: Accounts, Work Orders, Work, Assets, Checklists, Invoices, Bookings & Activities, Lodging, Rentals and Quotes.
If something looks different
- Guided setup is missing: your role can view automation but not create it. Ask your admin for the permission to manage automation definitions.
- The counters show zero everywhere: nothing has been turned on yet. Open Automations and turn on the defaults you want.
- You want a plain on/off list without the extra detail: the Automations page has a Simple view button that opens Customer Messages (in Settings, under Communications).