The Automation & Tasks Planner is the heart of GetSales — a powerful workspace where you control how leads move through outreach steps. This article gives you a clear overview of how it works and how to monitor performance using built-in analytics.
Automation Page Overview
The Automation page in GetSales includes:
Overview of the Automations page — includes folders, automation list, templates, and quick stats per automation.
A list of all your automations (active and archived)
A library of templates for building new automations
Progress stats for each automation
Each automation has an Overview section with real-time analytics that help you track performance at a glance.
💡 Tooltip: Hover over the numbers on the automation line to learn more about the automation stats.
📊 What Is Automation Overview Analytics?
Each automation includes a detailed summary panel showing real-time progress and performance breakdown.
Here's what you'll see at a glance on the automation list:
Conversion counters – number and percentage of leads that reached conversion points (e.g. accepted a request, opened a message)
Contacts breakdown – leads finished, in progress, or failed
Task metrics – total tasks queued for execution, by type (connection requests to send, etc.)
Tip: Use the toggle next to the automation name to activate/deactivate as needed.
🚨 Error Tracking & Alerts
Automations show error counts directly on the automation row. The contacts section indicates failed leads with a red icon indication.
To view them:
Open the automation
Find the Segment node
Click the number next to "Failed" to open the CRM with filtered results
You can also manually filter by automation and status inside the CRM.
Common Causes of Errors:
Missing or invalid LinkedIn/email data
Sender profile disconnected or proxy failure
Deleted nodes while leads were still in progress
Types of Errors:
A few isolated failures are normal and usually recoverable
Mass failures may indicate larger setup issues or third-party blocks
What You Can Do:
Pause and investigate affected automations if you see large error spikes
Check your settings for sender profiles, proxy, or message nodes
Retry failed leads once the issue is resolved (via CRM or segment restart)
Important: Most issues are temporary. If they persist beyond 24 hours, contact support for help.