# Publish and manage automations

> Publish and activate an automation, edit a live version safely, restore an older version as a draft, duplicate, organize, or delete.

URL: https://www.agencytitan.com/help/automations/publish-and-manage/

Publish a validated draft to create a runnable version. Then use the separate **Active** toggle to decide whether that version can accept new triggers.

## Who this is for

Agency team members who release and maintain automations. Requires **View Automations** and **Edit Automations**.

## Before you begin

- Save every node and select **Save Draft**.
- Reload the builder and confirm the graph, connections, conditions, and action settings persisted.
- Resolve every toolbar issue.
- Review actions for real side effects and use approved test records or destinations.

## Publish and activate

1. Open the draft from **Settings**, then **Automations** ([/settings/automations](https://app.agencytitan.com/settings/automations)).
2. In **Builder**, select the publish control in the toolbar.
3. Confirm the header shows **Published**.
4. Turn on the toggle beside **Published** when the automation should accept new triggers.
5. Confirm the toggle reads **Active**.

Publishing alone leaves a newly published automation inactive. There is no separate **Unpublish** control in the current interface. To stop new runs, turn the automation **Inactive**; its published versions and activity remain available.

## Edit an active automation

When you edit an active published version, AgencyTitan creates a draft while the published version remains active. The builder shows **Draft (v# is Active)**.

1. Make and save changes in the draft.
2. Test the draft with safe data when appropriate.
3. Select **Publish automation** to replace the active version with the draft.
4. Confirm **Published** and **Active** appear together.

If the changes should not go live, leave the draft unpublished. The active version continues handling triggers.

## Use version history

Open **Versions** to review published versions. An active version is marked **Active**. Select an older read-only version to inspect its nodes.

Use **Restore as Draft** to copy that version into a new editable draft. Restoring does not replace the active version until you publish the restored draft.

![Automation Versions tab with Version 4 active, previous versions, Restore as Draft, and a read-only graph](/docs/screenshots/automations-v1/automation-versions.png)

## Change automation settings

Open **Settings** inside the automation to manage:

- Name and description
- Timezone and an optional execution window
- Retry failed actions and maximum retry attempts
- Completion notifications and their channels
- Failure notifications and recipients

These settings apply to execution behavior, not the visual order of nodes.

## Organize, duplicate, or delete

From the automation list:

- Select **Add Folder** to organize automations.
- Open **More actions**, then **Duplicate** to start from a copy.
- Use **Move to Folder** to reorganize an automation.
- Use **Delete** and type `DELETE` to confirm removal.

The confirmation explains that deleting removes the automation configuration and nodes, removes its execution history, and disables its triggers. This action cannot be undone from the automation list.

## Expected result

- A released automation shows **Published** in its detail header.
- An automation that can accept triggers shows **Active**.
- Draft edits do not replace the active version until published.
- **Versions** lists the current version and any retained previous versions.

## Troubleshooting

| Symptom | Likely cause | What to do |
| --- | --- | --- |
| Publish control is disabled | Builder validation found an issue | Open the issue counter and resolve every item |
| Automation is published but does not run | It is still inactive | Turn on the toggle and confirm **Active** |
| Header says **Draft (v# is Active)** | You have unpublished edits | Finish and publish the draft, or leave it unpublished while the active version continues |
| Older version is read-only | Published versions cannot be edited directly | Select **Restore as Draft**, edit the draft, then publish |
| Activation is blocked | The draft or published graph is invalid | Open the displayed validation message and repair the graph before activating |
| Automation should stop immediately | It is active | Turn the toggle off and confirm **Inactive** |

## Related articles

- [Automations overview](https://www.agencytitan.com/help/automations/overview/): Understand where automations live, how triggers and connected steps work, and how draft, published, active, and inactive states differ.
- [View automation run history](https://www.agencytitan.com/help/automations/view-run-history/): Use the Activity tab to filter automation runs, open an execution timeline, inspect step errors, copy identifiers, and re-run safely.
- [Common automation recipes](https://www.agencytitan.com/help/automations/common-recipes/): Build a task-stage notification and a weekday scheduled reminder with the triggers and actions available in AgencyTitan.
- [Troubleshoot automations](https://www.agencytitan.com/help/automations/troubleshoot-automations/): Diagnose validation issues, missing runs, inactive automations, and failed steps using the builder and Activity execution details.