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Troubleshooting

Having issues? This guide covers common problems and their solutions. If you don't find your issue here, check the FAQ or contact support.

Authentication Issues​

Google/Airtable Connection Problems​

Problem: Can't connect to Google Drive or Airtable.

Solutions:

  • Re-authorize: Go to Settings → Integrations and re-authorize the connection
  • Check permissions: Ensure you've granted all necessary permissions
  • Clear cache: Clear your browser cache and try again
  • Try different browser: Some browsers have stricter security settings
  • Check account access: Verify your account has access to the resources

Problem: "Permission denied" errors.

Solutions:

  • Grant permissions: Make sure you clicked "Allow" when authorizing
  • Check account: Verify you're using the correct account
  • Re-authenticate: Disconnect and reconnect the integration

Mapping Problems​

Placeholders Not Appearing​

Problem: Placeholders aren't detected in your template.

Solutions:

  • Check syntax: Use {{placeholderName}} with double curly braces
  • No spaces: Use {{name}} not {{ name }}
  • Refresh detection: Click "Refresh" in the mapping config
  • Check template: Make sure you're editing the correct template
  • Save template: Save your Google Doc template first

Problem: Placeholders not being replaced with data.

Solutions:

  • Check mapping: Verify placeholders are mapped to data fields
  • Verify data: Ensure your data source has data in those fields
  • Check field names: Field names must match exactly
  • Refresh data: Click "Refresh" to reload data from your source

Wrong Data Appearing​

Problem: Placeholders show incorrect data.

Solutions:

  • Check mapping: Verify the correct field is mapped
  • Verify data source: Check that your data source has correct data
  • Refresh data: Reload data from your source
  • Check field types: Ensure field types match (text, number, etc.)

Execution Failures​

Understanding Error Messages​

Problem: Execution failed with an error message.

Common errors and solutions:

  • "Data field not found": Check that the field exists in your data source
  • "Template not found": Verify the template Google Doc is accessible
  • "Permission denied": Re-authorize Google Drive access
  • "Invalid placeholder": Check placeholder syntax in your template
  • "Network error": Check your internet connection and try again

Partial Failures​

Problem: Some documents generated, others failed.

Solutions:

  • Check execution history: Review logs to see which records failed
  • Verify data: Check that failed records have complete data
  • Review errors: Read error messages for specific issues
  • Fix data: Update data source with missing or corrected information
  • Re-run: After fixing, re-run the execution

Image Issues​

Images Not Loading​

Problem: Image placeholders show broken images.

Solutions:

  • Check URL: Verify the image URL is accessible in a browser
  • Public access: Images must be publicly accessible (not behind authentication)
  • Format: Only JPG and PNG formats are supported
  • Size: Images must be under 50MB
  • Test URL: Open the URL directly in a browser to verify

Problem: Images loading slowly.

Solutions:

  • Optimize images: Compress images before uploading
  • Use CDN: Host images on a fast CDN
  • Reduce size: Use appropriately sized images (not oversized)
  • Check hosting: Ensure your image hosting is fast and reliable

Wrong Images Appearing​

Problem: Different images than expected.

Solutions:

  • Check mapping: Verify the correct field is mapped to the image placeholder
  • Verify URLs: Check that URLs in your data point to correct images
  • Test URLs: Open URLs in browser to verify they're correct
  • Refresh data: Reload data to get latest URLs

Email Delivery​

Email Not Sending​

Problem: Emails aren't being sent.

Solutions:

  • Check recipients: Verify email addresses are valid
  • Verify field: Ensure email field contains email addresses (not names)
  • Test email: Send a test email to verify configuration
  • Check spam: Check spam/junk folders
  • Review logs: Check execution history for email errors

Problem: Email formatting issues.

Solutions:

  • Check placeholders: Verify placeholders in email body are correct
  • Test formatting: Preview email before sending
  • Review content: Check that email content renders correctly
  • Use plain text: If rich text causes issues, try plain text

PDF Not Attached​

Problem: PDFs aren't attached to emails.

Solutions:

  • Enable PDF generation: Make sure PDF generation is enabled
  • Check generation: Verify PDFs are being generated successfully
  • Review settings: Check email configuration for attachment option
  • Test manually: Generate a PDF manually to verify it works

Webhook Errors​

Webhook Not Received​

Problem: Webhooks aren't reaching your endpoint.

Solutions:

  • Verify URL: Check that your endpoint URL is correct
  • Test endpoint: Use a tool like webhook.site to test
  • Check firewall: Ensure your endpoint is accessible
  • Verify method: Check that HTTP method matches your endpoint
  • Review logs: Check execution history for webhook errors

Problem: Webhook authentication failed.

Solutions:

  • Check headers: Verify custom headers are correct
  • Test auth: Test authentication separately
  • Review credentials: Ensure API keys or tokens are valid
  • Check format: Verify header format matches your endpoint's expectations

Performance Issues​

Slow Generation​

Problem: Document generation is taking too long.

Solutions:

  • Check data size: Large datasets take longer to process
  • Optimize template: Simplify complex templates
  • Reduce images: Fewer or smaller images speed up generation
  • Check network: Slow network connections affect performance
  • Batch size: Process in smaller batches if needed

Problem: Timeout errors.

Solutions:

  • Reduce batch size: Process fewer records at once
  • Simplify template: Remove complex formatting
  • Check data: Ensure data source responds quickly
  • Optimize images: Use smaller, optimized images
  • Retry: Some timeouts are temporary - try again

Data Source Issues​

Connection Problems​

Problem: Can't connect to data source.

Solutions:

  • Check credentials: Verify authentication credentials
  • Test connection: Use "Test Connection" button
  • Verify access: Ensure you have access to the data source
  • Check network: Verify network connectivity
  • Review permissions: Ensure proper permissions are granted

Problem: Data not loading.

Solutions:

  • Refresh data: Click "Refresh" to reload
  • Check source: Verify data source has data
  • Verify fields: Ensure fields exist in your data source
  • Test query: If using API, test the endpoint separately
  • Check filters: Verify views or filters aren't excluding all data

Getting More Help​

If you've tried these solutions and still have issues:

  1. Check execution history: Review detailed logs for specific errors
  2. Review FAQ: Check the FAQ for common questions
  3. Contact support: Reach out with specific error messages and details
  4. Provide context: Include automation details, error messages, and steps to reproduce

Tips for Effective Troubleshooting​

  • Start simple: Test with one record first
  • Check logs: Execution history contains valuable debugging information
  • Verify data: Ensure your data source has correct, complete data
  • Test incrementally: Add complexity gradually and test at each step
  • Document issues: Keep notes on what you've tried and what worked