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Fixing "Automation requires valid permissions to run"

What you're seeing​

A yellow banner at the top of your automation says:

info

Automation requires valid permissions to run. Transfer permissions to your user profile in the settings tab to authorize this automation.

While this banner is showing, the automation still accepts new triggers, but every run fails. Nothing will send, create, or update until you re-authorize it.

Why it happened​

An automation runs on behalf of whoever turned it on. If that person's access changes, the automation loses its ability to act. The most common reasons:

  • The person who turned it on was deactivated or removed.
  • Their role or permissions changed, and they no longer have access to something the automation uses.
  • They or an admin revoked the consent that was granted when the automation was turned on.

How to fix it​

  1. Open the automation showing the banner.
  2. Go to the Settings tab.
  3. Click Transfer Permissions.
  4. Sign in and approve the requested permissions.

The automation starts processing new triggers right away.

Who can do this​

The person re-authorizing needs access to everything the automation does. If an automation sends email, updates a CRM, and posts to a calendar, you need permission for all three. If you don't, the last step will fail and the banner will stay up. Hand it off to a teammate who does, or ask an admin for the missing access.

What to expect after you fix it​

  • New triggers start running immediately.
  • Triggers that failed while the banner was up are not replayed automatically. If something important was missed, handle it manually.

How to avoid this next time​

  • Before offboarding a teammate, check whether they own any running automations and transfer them.
  • If an automation doesn't need to be tied to a person, have an admin turn it on using a shared service account instead.
  • Treat the permissions banner as urgent — the longer it sits, the more triggers are lost.

Still stuck?​

If you've re-authorized and the banner won't clear, or the sign-in step fails, contact support with the automation name and a screenshot of the error.