Playbooks are at the heart of BonData's powerful automation capabilities, enabling you to effortlessly turn your data into meaningful actions across multiple systems. However, to fully benefit from these automations, it's essential to understand how to monitor Playbook execution, manage tasks effectively, and troubleshoot common issues swiftly. This guide walks you through everything you need to know—from interpreting Playbook logs to handling data load statuses—ensuring your workflows run smoothly and efficiently, and that you’re always in control of your data-driven processes.
Playbook Logs
The Playbook Logs page provides a detailed overview on the execution of your Playbooks. For each Playbook run, you'll see:
Playbook Name: The name you've assigned to your Playbook.
Run At: When the Playbook started running.
Completed At: The time the Playbook finished running.
Run By: Identifies the user who initiated the Playbook.
Status: Indicates whether the Playbook ran successfully or failed.
Number of Results: The number of records that matched your filters during this specific run.
Use these logs to monitor Playbook performance, troubleshoot issues, and ensure your workflows are running as expected.
2. Tasks Logs
If you click the arrow next to the Save button and click "Show generated tasks", you can see all tasks generated by the Playbook and their status.
Each record’s action is a separate Task, showing success, failure, or pending status.
Check for error messages if something fails (e.g., permission issues, invalid data).
3. Data Load Status
When creating a new Playbook in BonData, the system temporarily stores relevant records solely for playbook execution purposes.
Due to this temporary storage process, there may be a brief waiting period between creating your Playbook and its first execution. Before your Playbook can run, both metadata (structure of the fields) and actual data need to be successfully fetched into BonData.
How to Check Data Load Status:
Navigate to Data > Integrations and identify the entity involved.
Click the three dots next to the relevant entity.
Select Check Load Status from the menu.
First, verify the Metadata status—it should display as "Done".
Next, check Data Fetch to confirm all fields you intend to use show a status of "Done".
If either of these statuses is incomplete or indicates an error, your Playbook will not execute correctly.
Triggering Metadata and Data Reload:
If you have just added new fields or data and want to run your Playbook, you can manually trigger a reload:
In Data > Integrations, click the three-dot menu next to the relevant entity.
Select "Load Metadata", wait for the completion status, and then select "Load Data" to ensure all recent updates are fetched.
Perform these steps whenever you update your entity structure or data significantly changes to maintain seamless Playbook execution.
4. Fine-Tuning
If you see too many tasks, refine your filter.
If tasks fail due to data mismatch, adjust your mention logic, filters, or connected system’s data types.