- "The Step cannot be removed as other steps depend on it" when deleting an automation step
- Automation ran without being attached to a job
- "An error occurred when creating the document using a template" when creating a document from an Automation Process
- Difficulty syncing clients in Xero Practice Manager to FYI
- "Error calling foundry: Request failed with status code 500" or ".. with status code 502" when running an Automation Process
- "Error calling foundry: request failed with status code 403' when sending an email from an Automation Process
- "There was potentially an error uploading this document" when creating a document from an Automation Process
- "Error loading documents" when clicking a link from an FYI Summary Notification
- "Unable to create email: no recipient specified in process step available" when creating an email from an Automation Process
- "Could not find task" in the Automation Process History
- "This email could not be sent immediately as the sender was denied permission to create the email in Outlook Online" when sending an email from an Automation Process
- "Specified sender unavailable, creating as draft under process owner user" when creating an email from an Automation Process
Help Centre
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray