Articles on: Cal ID Insights

Analyzing Workflow Performance in Cal ID Insights

The Workflows insight tab allows you to monitor your automation health. It ensures that your reminders, follow-ups, and notifications are being delivered reliably to your guests.


Navigating to Workflow Insights


  1. Log in to Cal ID
  2. Open Insights: Click the Insights in the left-hand sidebar.
  3. Select Tab: Click on the Workflows tab at the top of the dashboard.


Key Metrics and Reports


Execution Scorecards


  • Total Triggered: The total number of times an automation was kicked off by an event.
  • Workflows Queued: Number of workflows that are in queue and will be delivered.
  • Workflows Delivered: The number of Emails, SMS, or WhatsApp messages successfully sent.
  • Workflows Read: The number of workflow that has been read by User.
  • Workflows Failed: Automations that did not complete (often due to invalid contact info or integration errors).
  • Workflows Cancelled: Actions that were scheduled but stopped (e.g., a reminder was cancelled because the meeting was cancelled/deleted).



Date wise Analysis


  • Delivery Status Trends: A graph showing the volume of automated tasks handled by Cal ID over the selected date range and their status.



Filtering and Account Selection


  • Date Range: Use the top-right filter to see how many automations ran during a specific campaign or month.
  • Team vs. Personal: Switch the account filter at the top left to see if team-wide workflows are performing differently than your personal ones.


Related Docs


For Booking Insights, refer Analyzing Booking Performance with Cal ID Insights

For Routing Form Insights, refer Analyzing Routing Form Performance with Cal ID Insights


Updated on: 17/02/2026

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