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# Pause, run, edit or delete an automation

> Manage Mammoth automations: read statuses and live progress, suspend and resume, Run now, edit, view activity, read History and delete to Trash.

You manage automations from the **Automations** tab in the Data Library: click a row to open its detail panel, or use the row's three-dot menu (⋯). From there you can suspend or resume an automation, run it now, edit it, see its activity and delete it. You need the **Monitor orchestration status** permission to see the list, and **Create/manage orchestration flows** to change automations.

## Read the automation list

The Automations tab shows all automations in the current project.

![20261008_061506_automationlist1.png](https://mammoth.io/docs/images/20261008_125525_20261008_061506_automationlist1.webp)

| Column | What it shows |
| --- | --- |
| **Name** | Automation name and description (if set) |
| **Details** | One-line summary of what the automation does |
| **Type** | Dataset Refresh, File Collection, Data Consolidation, Scheduled Export or Messaging |
| **Status** | **Active**, **Suspended**, **Error**, **Needs your input** or **Files not added** |

While an automation is working, its row also shows a live status pill. Click any row to open the detail panel on the right.

When a project has 8 or more automations, a **Search automations** box appears above the list. Type part of a name to filter it. If nothing matches, the list shows "No results found for your search".

If your role in the project doesn't include viewing automations, the tab says "You don't have access to Automations" and "Your role in this project doesn't include viewing automations. Ask a Project Admin for access." If there are none and you can't create them, it says "No automations yet" and "Ask a Project Admin to set one up."

## What each automation status means

| Status | Icon | Meaning |
| --- | --- | --- |
| **Active** | Green check | Runs normally on its schedule or trigger |
| **Suspended** | Grey pause | Paused. It doesn't run on its schedule, and you can't run it by hand until you resume it |
| **Error** | Red warning | The last run failed, or a dataset, View or folder it uses was deleted. Check **Last run result** |
| **Needs your input** | Amber question mark | Data Consolidation only: a PDF or image batch couldn't be matched to the destination's recipe and is waiting on someone |
| **Files not added** | Amber warning | Data Consolidation only: the automation works, but one or more files didn't go in or were kept separate. Open the source folder to fix them |

An **Error** takes priority over **Needs your input** and **Files not added**.

### Live run status

While a run is under way, the row shows a pill with what it is doing. The same pill shows on the folder or dataset rows in the Data Library that the automation works on. Hover over it to see the automation's details.

| Pill | Meaning |
| --- | --- |
| **Queued** | Waiting to start |
| **Analysing** | Checking new files against the destination (Data Consolidation) |
| **Running** | The run is in progress, or files are being processed |
| **Needs review** | A file's columns don't match the destination, so it needs review |
| **Finished** | The run has finished |
| **Failed** | The last run failed, or a file could not be appended |

## Open the detail panel

Click an automation row. The panel slides open on the right. Its header has **Edit**, **Run now** and **Delete**.

![20261008_061524_automationlist2.png](https://mammoth.io/docs/images/20261008_125653_20261008_061524_automationlist2.webp)

### Overview

![20261008_061534_automationlist3.png](https://mammoth.io/docs/images/20261008_125716_20261008_061534_automationlist3.webp)

| Field | What it shows |
| --- | --- |
| **Status** | Toggle to activate or suspend the automation. Shows **Active** or **Suspended**. During a trial it also shows a **Trial** pill |
| **Last run result** | **Success**, the reason the last run failed, or **Not run yet** |
| **Last run** | When it last ran (hover for the exact time) |
| **Last updated by** | Who last edited it |
| **Last modified** | When it was last edited |
| **Created by** | Who created it |
| **Date of creation** | When it was created |

A Dataset Refresh suspended because your trial ended shows **Refresh Manually** next to its status, with the tooltip "This automation got suspended after trial. Refresh manually by retrieving latest data." It opens the dataset's settings so you can pull the latest data by hand. See [Refresh a dataset by hand after a trial ends](https://mammoth.io/docs/learn/automate/refresh-a-dataset/#refresh-a-dataset-by-hand-after-a-trial-ends).

### Summary

The **Summary** shows the settings for the automation's type: schedule, datasets, exports, recipients and so on. It includes **Next run**, **Last run** and **Ends** (the end date, or "Never") for scheduled types. For a Data Consolidation it names the source folder, the name pattern (if any) and the destination dataset.

## See which files a Data Consolidation took in

A Data Consolidation automation also has a **History** section. It lists the last 20 runs, newest first. Files that arrive within 10 minutes of each other count as one run.

| Part | What it shows |
| --- | --- |
| When | When the run started (hover for the exact time) |
| How the files arrived | **Uploaded file** (or "3 uploaded files"), **Moved in** (a dataset moved into the folder, or "3 moved in"), or **Added on request** (a file added with **Add anyway**) |
| Result | **Added** or **All 3 added**, **2 of 3 added**, **Nothing added**, or **In progress**. Duplicates don't count toward the total |
| Rows | The rows that went in, for example **+1,250 rows** |

Click **Files** on a run to see each file and how it went, for example "Added to Sales · 1,250 rows" or "Its columns don't match Sales". Click **Hide files** to close it. The first run with a problem opens on its files when you open the panel. A file skipped as a duplicate has **Add anyway** next to it.

Before any file arrives, History says "No files yet. Each file this automation takes in shows here, with how it went." If it can't load, it says "Couldn't load the history." For what each file reason means, see [Fix a file that didn't go into the dataset](https://mammoth.io/docs/learn/automate/watched-folder-files/#fix-a-file-that-didnt-go-into-the-dataset).

## Suspend or resume an automation

Suspending stops an automation from running without deleting it.

| To | Do one of these |
| --- | --- |
| Suspend | Toggle **Status** off in the detail panel. Or click ⋯ on the row and toggle **Automation Status** off. Or click **Suspend** in the edit window |
| Resume | Toggle **Status** back on in the detail panel. Or toggle **Automation Status** on in the ⋯ menu. Or click **Resume** in the edit window |

A suspended automation shows **Suspended** and doesn't run. A suspended Data Consolidation doesn't take files added to its folder. When you resume, the status returns to **Active** and the automation waits for its next scheduled run or trigger.

You can also suspend or resume through the API. See [Run an automation from another system with the API](https://mammoth.io/docs/learn/automate/schedules-and-triggers/#run-an-automation-from-another-system-with-the-api).

### Resume an automation whose items are in Trash

If the automation uses datasets or Views that are in Trash, Mammoth won't resume it as is. The **Items in Trash** dialog opens instead: "This orchestration references the following item(s) currently in Trash. Restore them first to safely resume." It lists the **Views:** (for example "Q3 view (in Sales)") and **Datasets:** involved.

Click **Restore items and resume** to bring them back and resume the automation in one step, or **Cancel** to leave it suspended.

## Run an automation now

You can run any **Active** automation straight away, without waiting for its schedule or trigger:

- in the detail panel, click **Run now**;
- in the ⋯ menu on the row, click **Run now**;
- in the edit window, click **Run now** in the status banner.

The row's live status pill shows the run's progress. When there is no live status to show, you see "Automation triggered successfully" instead.

![20261008_061602_automationlist4.png](https://mammoth.io/docs/images/20261008_125751_20261008_061602_automationlist4.webp)

**Run now** is only available when the status is **Active**. Resume a suspended automation before you run it.

## Edit an automation

Open the detail panel and click **Edit**, or click **Edit** in the ⋯ menu. The edit window opens over the page you are on, on a single screen:

- Title bar: the automation's name and an **ACTIVE**, **SUSPENDED** or **ERROR** badge.
- Status banner: "This automation is active.", "This automation is suspended." or "This automation has an error.", with **Run now** and **Suspend** (when active) or **Resume** (when suspended).
- **DETAILS**: **Name** and **Description**.
- **CONFIGURATION**: the settings for the automation's type.
- Footer: **Delete Automation**, **Cancel** and **Save changes**.

![20261007_190206_draft_01_learn_automation-creation-editing-moved-from-full-page-routes-to-in-place-modals-with-live-status-and-quick-actions-1_0 (1).png](https://mammoth.io/docs/images/20261008_123321_20261007_190206_draft_01_learn_automation-creation-editing-moved-from-full-page-routes-to-in-place-modals-with-live-status-and-quick-actions-1_01.webp)

![20261007_190206_draft_01_learn_automation-creation-editing-moved-from-full-page-routes-to-in-place-modals-with-live-status-and-quick-actions-1_1 (1).png](https://mammoth.io/docs/images/20261008_123344_20261007_190206_draft_01_learn_automation-creation-editing-moved-from-full-page-routes-to-in-place-modals-with-live-status-and-quick-actions-1_11.webp)

You can't change an automation's type. Under **CONFIGURATION** you can change:

| Type | What you can change |
| --- | --- |
| **Dataset Refresh** | Datasets, schedule, start and end dates, order and update methods |
| **Data Consolidation** | Source folder, name pattern and **Include subfolders**, destination dataset and its update and mapping settings |
| **Scheduled Export** | The exports it runs, schedule |
| **Messaging** | Schedule, recipients, subject, message body, attached Views |
| **File Collection** | Sources, destination folder, schedule |

To change a schedule, click **Edit schedule** in the **Schedule** row. Click **Save changes**. You see "Automation edited successfully!" Changes take effect from the next scheduled run, so use **Run now** to test a new configuration straight away.

## See who changed an automation

Click ⋯ on the row, then **View activity**. The automation's activity opens in a dialog (titled, for example, **Activity: Daily sales**), so you can see who changed it and when. See [Activity log](https://mammoth.io/docs/learn/automate/activity-log/).

## Delete an automation

- In the detail panel, click **Delete** (shown in red).
- In the ⋯ menu, click **Delete**.
- In the edit window, click **Delete Automation**.

The **Move to Trash?** dialog says the automation "will be moved to Trash and automatically deleted in 30 days unless restored" (30 days is the default; the dialog shows your workspace's Trash period), and "You can restore it any time before the deletion date from the Trash section." Click **Move to Trash** to confirm. See [Get things back from Trash](https://mammoth.io/docs/learn/organise/trash/).

## Fix an automation that shows Error

1. Open the detail panel.
2. Read **Last run result**. It shows the specific error.
3. Check the common causes:
   - a dataset, View or folder it uses was deleted;
   - a cloud connection expired (Dataset Refresh);
   - an attached View was deleted (Messaging).
4. Edit the automation to fix the cause.
5. Use **Run now** to check the fix.

A file whose columns don't match a Data Consolidation's destination doesn't put the automation in **Error**. It shows **Files not added** instead. See [Fix files a watched folder didn't add](https://mammoth.io/docs/learn/automate/watched-folder-files/).

## Troubleshooting

| Symptom | Cause | Fix |
| --- | --- | --- |
| "You don't have access to Automations" | Your project role doesn't include viewing automations | Ask a Project Admin for access |
| **Run now** is greyed out | The automation is **Suspended** | Resume it, then click **Run now** |
| The **Items in Trash** dialog opens when you resume | A dataset or View the automation uses is in Trash | Click **Restore items and resume** |
| You can't move a dataset or View to Trash | An active automation uses it | Remove it from the automation, or suspend the automation, first |

## Related

- [Create an automation](https://mammoth.io/docs/learn/automate/create/): set up a new one.
- [Schedules and triggers](https://mammoth.io/docs/learn/automate/schedules-and-triggers/): change when it runs, or run it through the API.
- [Combine incoming data](https://mammoth.io/docs/learn/automate/consolidate/): fix files that didn't go in.
- [Monitor running and failing work](https://mammoth.io/docs/learn/automate/monitor/): see every running automation in the project.
- [Activity log](https://mammoth.io/docs/learn/automate/activity-log/): find who changed an automation.

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Source: https://mammoth.io/docs/learn/automate/manage.md · Updated: 2026-11-08