Overview
The card Timeline now shows clearly who or what performed each action and records how your Automations and AI Agents behave right on the card. Beyond tracking manual activity, you get a central place to investigate why an automation ran, failed, or did nothing, without ever leaving the card.
What's new?
- Clear activity ownership: every Timeline event displays the actor with avatar (or initials), name, and email. Automations and AI Agents have their own distinct icons, making it obvious at a glance when an action was not taken by a person.
- Direct links to settings: events driven by an automation or AI Agent now link straight to their settings page, so you go from the Timeline right to the source of the rule.
- Automation and Agent logs on the Timeline: automations and agents that failed, or that ran but took no action because conditions were not met, now show up directly on the card Timeline.
- 90-day badge: these log events carry a visual badge indicating this history is retained for 90 days.
- Delete and restore tracking: the Timeline records exactly when a card is deleted or restored from the Trash, and who did it.
How does this help?
- Troubleshooting without leaving the card: you instantly tell whether an action came from a person, an automation, or an AI Agent, and jump straight to the source configuration to adjust the rule.
- Silent failures stop being invisible: automations that failed or took no action due to unmet conditions are now visible, so you catch the problem before it turns into rework.
- Reliable audit of deletions: recording who deleted and who restored each card gives you full traceability over the card lifecycle.
- Context recovered instantly: when you restore a card from the Trash, you immediately rebuild the history of what happened to it.
Use cases
1. A triage AI Agent in a support process that stopped moving cards. The process owner opens a card that should have advanced but did not. On the Timeline they see the agent log event with an unmet condition, click the shortcut, and land on the logs page already filtered to that card. They find the category field was empty, fix the conditional through the direct settings link, and avoid opening a ticket with the operations team.
2. An approval email automation that failed silently. A requester complains they never received the approval email. Instead of blaming the spam folder, the pipe admin opens the card and sees the automation log flagged as failed on the Timeline. From the event itself they jump to the configuration and fix the email template, solving the root cause instead of resending manually.
3. A card deleted by mistake in a process with multiple assignees. A hiring card disappears from the phase. Before, no one knew whether it was archived, deleted, or an automation error. Now the manager restores the card from the Trash, opens the Timeline, and sees exactly who deleted it and when, plus the full history before deletion, recovering context without asking around in internal chat.
4. A quarter-end audit in a finance process. The owner needs to prove no approval was bypassed. On each card Timeline they distinguish human actions from automation actions by icon, confirm who touched each step, and check deletions and restorations with author and date, building the audit trail straight from the platform.
5. An AI Agent that processes attachments and only runs on some cards. The builder suspects the agent acts only in certain cases. Through the Timeline they see, card by card, the events where the agent ran with no action due to an unmet condition, understand the pattern that triggers the behavior, and refine the agent rule based on concrete evidence.
Most relevant for
- Pipe Admins
- Builders
- Process owners using Automations
- Operations teams
- Teams that audit processes
