The best way to understand an automation is to compare its saved settings with the result you intended. Start from the automation card and inspect the configuration available through its actions.
Inspect a rule
- Open Automations and locate the relevant card.
- Read its name, mode and current state.
- Open Edit when you need to inspect the configuration fields.
- Review conversion or monitoring behavior, timing where applicable, withdrawal settings and the end condition.
- Leave the form without saving if you only wanted to inspect it.
Ask three questions
What triggers the rule? What amount or behavior does it apply? What makes it stop? If any answer is unclear, review the relevant setup section before making a change.
Connect settings to evidence
Use Logs to understand execution events and Transactions to review recorded conversion or withdrawal results. Match identifiers to the automation you are investigating.
Avoid accidental changes
Inspecting a rule does not require recreating it. Use the existing automation as your reference so its activity remains connected to the same record.