Safety limits and permissions
These limits exist so that one mistaken automation cannot message every customer or run forever. When a limit stops a run, the run says which limit.
These limits exist so that one mistaken automation cannot message every customer or run forever. When a limit stops a run, the run says which limit.
Loops between automations
| Limit | Value |
|---|---|
| Times one automation can run on the same record | 5 in 10 minutes |
| Runs for one business | 2,000 an hour |
| Daily-check triggers (overdue invoice, low stock, idle lead, lead response overdue, rotting deal) | Once a day for the same record |
An automation never starts itself from its own step. If a step edits the record that triggered it, that edit does not trigger the same automation again. Two different automations can still trigger each other, which is what the "5 in 10 minutes" limit catches.
When one of these limits stops an automation, the team gets a notification titled "Automation stopped:" followed by its name, with the reason, at most once an hour for each automation.
Messages to customers
| Rule | Detail |
|---|---|
| Daily limit | 500 customer messages a day from automations by default. An admin can change it, up to 5,000, under Settings → Configurations → Automations. |
| What counts | Email, SMS and WhatsApp to a contact; Cashfin actions that send a document (an invoice, a receipt); and AI replies to reviews and comments. |
| Same person, same step | At most once in 24 hours. A second send is skipped. |
| Opt-outs | A person who has opted out of a channel is skipped on that channel. |
| Quiet hours | If the business has quiet hours, a message due inside them waits until they end. Replies to reviews and comments are not held, because they answer someone who just wrote. |
Messages to your own team (notifications, emails to team members, alerts to notification contacts) do not count towards the daily limit.
Size limits
| Limit | Value |
|---|---|
| Automations for each business | 50 |
| Steps in one automation | 60 |
| Cases in a Switch | 20 |
| Repeat steps inside each other | 3 levels |
| Times a Repeat can go round | 500 |
| Steps in one run | 5,000 |
| Longest Wait or Approval time limit | 30 days |
| Shortest gap between schedule runs | 15 minutes |
| AI steps a day | 500 |
| Actions an AI agent can take in one run | 10 by default, 25 at most |
Who can do what
| Action | Admin | Other team members |
|---|---|---|
| See the list of automations and their runs | Yes | Yes |
| Test an automation | Yes | Yes |
| Create, change, switch on or off, run now, delete | Yes | No |
| Create or replace a webhook URL | Yes | No |
| Change automation settings (daily limit, notes for AI) | Yes | No |
Actions inside a run are carried out as the person who created the automation.