Review Agent Hub workflow performance

After creating your Agent Hub workflow, you can review your workflow's performance directly within the workflow editor. 

Before you get started

• When reviewing your Agent Hub workflow performance, only 30 days of run history will appear. 

• If records are merged, both merged records will be unenrolled from the workflows. 

Please note: if you're enrolled in the Primary ID Preservation for Merged Records public beta, when merging records, the primary record will remain enrolled in the workflow while the secondary record is unenrolled by default. Learn more about workflow enrollment behavior for merged records in this beta. 

Review Agent Hub workflow performance

1. In your HubSpot account, navigate to Agents > Agent Hub.
2. At the top, click the Workflows tab.
3. Click the name of an existing workflow built in the Agent Hub workflow builder.
4. In the top right, click Run history.
5. In the right panel, review your workflow details: 
   • Started: the count of runs that have started in this workflow.
   • Done: the count of completed runs for the workflow.
   • Action required: the count of runs where an error may have occurred.
6. To review the run history of a specific record, click the Choose a trigger source dropdown menu. Then, configure the following: 
   • Trigger source type: select the object-type that you'd like to review the run history for.
   • Trigger source: select the specific record that you'd like to review the run history for.
7. To filter your data, click the filter icon. You can filter based on the following: 
   • Date triggered: filter your data by when the workflow was run.
   • Version: filter your data by the workflow version.
   • Status: filter your data by the progress of the run. You can select from Done, In Progress, or Action required. To filter your runs by error, you can select the Only runs with errors checkbox.