{"id":4441,"date":"2026-10-12T12:28:32","date_gmt":"2026-10-12T04:28:32","guid":{"rendered":"https:\/\/safetalk.space\/blog\/?post_type=help-centre&p=4441"},"modified":"2026-10-12T12:28:48","modified_gmt":"2026-10-12T04:28:48","slug":"how-to-manually-run-an-automation-for-a-client","status":"publish","type":"help-centre","link":"https:\/\/safetalk.space\/blog\/help-centre\/how-to-manually-run-an-automation-for-a-client\/","title":{"rendered":"How to Manually Run an Automation for a Client"},"content":{"rendered":"
\n

Sometimes, you may need to run an automation for a client outside its usual trigger conditions. For example, when ending a client’s therapy journey, you might want to send a final message or assign a closing feedback form. You can trigger an automation manually from the client’s file to carry out these actions when needed.<\/p>\n\n\n\n

Step 1: Open the Client’s File<\/h2>\n\n\n\n

Go to My Clients<\/strong> and open the file of the client you want to run the automation for.<\/p>\n\n\n\n

Scroll down to the Automations<\/strong> section. Here, you can view the automations associated with the client, including the automation title, scheduled date, and status.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Step 2: Assign an Automation<\/h2>\n\n\n\n

Click Assign<\/strong> to open the automation selection popup.<\/p>\n\n\n\n

Select the automation you want to run for the client and confirm your selection.<\/p>\n\n\n\n

Note:<\/strong> Only automations with the trigger type set to Manual Trigger<\/strong> will appear in the selection popup. If you cannot find an automation, check its trigger settings.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Step 3: Check the Automation Status<\/h2>\n\n\n\n

After assigning the automation, return to the client\u2019s Automations<\/strong> section to check its scheduled date and status.<\/p>\n\n\n\n

The automation is scheduled to run one minute after assignment<\/strong>. Once triggered, it will carry out its configured actions, such as assigning tasks, sending chat messages or creating case notes.<\/p>\n\n\n\n

For more information on creating and configuring automations, see How to Create and Manage Automations<\/a>.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

Sometimes, you may need to run an automation for a client outside its usual trigger conditions. For example, when ending a client’s therapy journey, you might want to send a final message or assign a closing feedback form. You can trigger an automation manually from the client’s file to carry out these actions when needed. […]<\/p>\n","protected":false},"author":4,"featured_media":0,"template":"","meta":[],"tags":[],"help_centre_category":[201,134,184,128],"class_list":["post-4441","help-centre","type-help-centre","status-publish","hentry","help_centre_category-automations","help_centre_category-documentation","help_centre_category-files-tasks","help_centre_category-resources-for-therapists"],"_links":{"self":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/help-centre\/4441","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/help-centre"}],"about":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/types\/help-centre"}],"author":[{"embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/users\/4"}],"wp:attachment":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/media?parent=4441"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/tags?post=4441"},{"taxonomy":"help_centre_category","embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/help_centre_category?post=4441"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}