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Why did my automation fail to build?

When an automation fails to build, it’s usually due to missing or mismatched data in your CRM or Properti account. If a failure occurs, Properti will automatically send you an email notification outlining the issue.

Below are the most common reasons automations fail to build, along with how to fix them:

🧩 Trigger Automation Issues

1. Missing Agent Information

Agents must be set up as users on Properti, including:

  • Full contact details

  • An uploaded avatar/profile image

If your creative template requires agent info (e.g., name, phone number, image) and this data isn’t available, the automation won’t be able to populate the content — and it will fail.

2. Agent Mapping Not Set

Navigate to Team > Agent Mapping in Properti.

Ensure the agent listed in your CRM is mapped correctly to a Properti user. If there’s a mismatch, the automation won’t know which user to reference.

Screenshot 2025-04-23 at 10.16.29 AM


📅 Schedule Automation Issues

(Includes the agent info and mapping requirements above)

3. Creative Type – Video (OFI Only)

If you’re using a video template for an Open for Inspection automation, you’ll need at least 2 listings for it to build.

  • Why? Video templates for OFIs are designed to showcase multiple listings in a sequence.

  • If you only have one listing at the time of the automation run, there's not enough data to generate the video, and the automation will fail.

✅ What To Do Next

  • Double-check agent setup and mapping in Properti under Team.

  • Ensure required data (like OFI times and multiple listings for video templates) is entered before the automation schedule.

  • Reach out to the Properti support team if you're unsure about your automation settings.