Process Automation
Use time-saving automations across document creation, import, filing, email communication and more
- Error "Cabinet not found" when running Automation Processes
- Error "(Client Name) does not have an associated email address" when emailing a client using an Automation Process
- Why did my automation only run for some jobs or clients, and not all of them?
- "Merge field name" not closed line:1, col:#" or "Expected "|" before filter, line:1, col:#" when running an Automation Process
- "The Step cannot be removed as other steps depend on it" when deleting an automation step
- Automation ran without being attached to a job
- Error FYI-2102: Unable to send email using the selected Sender
- "An error occurred when creating the document using a template" when creating a document from an Automation Process
- Difficulty syncing clients in Xero Practice Manager to FYI
- Error calling foundry: Request failed with status code 500 or 502 when running an Automation Process
- "Error calling foundry: request failed with status code 403' when sending an email from an Automation Process
- "There was potentially an error uploading this document" when creating a document from an Automation Process
- "Error loading documents" when clicking a link from an FYI Summary Notification
- "Unable to create email: no recipient specified in process step available" when creating an email from an Automation Process
- "Could not find task" in the Automation Process History
- "This email could not be sent immediately as the sender was denied permission to create the email in Outlook Online" when sending an email from an Automation Process
- "Specified sender unavailable, creating as draft under process owner user" when creating an email from an Automation Process