Skip to main content
Automations let your agents do repeating work without someone having to ask each time. Set a trigger, define the action, and the agent handles it. You can set up automations from Spaces, from individual chats, or even from one-on-one conversations with agents. Any chat can become a recurring workflow.

​
Types of automations

Scheduled automations run at a set time: daily, weekly, or on a custom schedule. Examples:
  • Every Monday at 9am: your sales agent summarizes the week’s new leads and posts to the Sales Space
  • Every Friday: your finance agent pulls last week’s spend summary into the Finance Space
  • Daily at 5pm: your marketing agent compiles the day’s published content and adds it to the log
Event-based automations run when something happens in a connected tool. Examples:
  • When a new ticket is created in your support tool: your support agent summarizes and posts to the Support Space
  • When a new deal reaches “Proposal” stage in the CRM: your sales agent drafts a follow-up brief

​
Create an automation

1

Select the agent

Choose the agent you want to automate.
2

Create a new automation

Choose whether to start with a schedule or an event trigger.
3

Define the trigger

For scheduled automations: Set the frequency (daily, weekly, custom) and the time.For event-based automations: Select the connected tool and the event to listen for.
4

Write the action

Tell the agent what to do when the trigger fires. Write it the same way you’d write an instruction in a thread: specific and concrete.Example: “Summarize all new leads added in the last 7 days. For each lead, include the company, contact name, deal size, and last activity. Post the summary to the Sales Space.”
5

Set the output destination

Choose where the agent posts its output: a specific Space, a specific thread, or a connected tool.
6

Save and activate

Review the automation and click Activate. You can pause or edit it at any time.

​
Managing automations

Each automation shows its trigger, last run time, and status. To pause: toggle the automation off. To edit: click the automation and update the trigger or action. To delete: click the automation and select Delete.

​
Approval settings for automations

By default, automated actions follow the same approval settings as manual actions. If an agent’s permissions require approval for a particular action, the automation pauses and notifies you before proceeding. You can override this per automation, but only allow auto-approval for low-risk, well-tested automations.
Don’t auto-approve external sends (emails, messages) without thoroughly testing the automation first.

Related topics

ScheduledOperationsFinanceProfessional servicesSales