Troubleshooting workflows

Workflows let you set up automated or on-demand tasks that Quin runs on your behalf, like sending weekly summaries or following up with contacts. You can find your workflows at Settings > Workflows.

Most workflows require integrations to be connected and authenticated. Make sure your integrations are active at Settings > Integrations before troubleshooting other issues.

If a workflow isn't running as expected, this page covers the most common issues and how to resolve them.

Troubleshooting

My automated workflow didn't run on schedule

• Check that the Automatically run this workflow toggle is turned on inside the workflow
• Verify the Schedule date and time are set correctly for your timezone
• Make sure the Frequency matches what you expect (Daily, Weekly, Monthly, or Yearly)
• Confirm your timezone is correct in Account > My profile

My workflow ran but didn't produce the expected results

• Open the workflow and review your Instructions field to make sure the steps are clear and specific
• Try running the workflow manually by asking Quin in chat to test it before relying on automation
• Check that any integrations the workflow depends on are still connected in Settings > Integrations

I can't find my workflow

• Go to Settings > Workflows and look under My workflows
• Core workflows like Notetaker, Scheduler, and Meeting reminders appear under Core workflows and are managed separately from custom workflows

My workflow stopped running after it was working before

• Check that the Automatically run this workflow toggle hasn't been turned off
• Verify that connected integrations haven't been disconnected or expired
• If the workflow references specific contacts or accounts, confirm those records still exist in your CRM

I'm not sure what to write in the Instructions field

• Include a clear purpose, the outcome you want, and the specific steps Quin should follow
• Click See examples below the Instructions field for sample workflows
• Use natural language like "Send me a summary of all meetings this week" or "Remind me to follow up with any client who hasn't responded in 3 days"