Skip to content

Automations

Automations let an agent run a task on its own, on a schedule, so recurring work happens without you starting each chat. Manage them in the Automations view.

What an automation is

An automation pairs a task (a prompt, what you'd normally ask the agent) with a schedule (when it should run). When it fires, the agent executes the task using its skills, documents, and connectors, and records the result as an automation run you can review.

Typical examples:

  • Banking Agent, a weekly executive risk briefing.
  • Project Management Agent, a Monday status report for stakeholders.
  • Fraud Agent, daily monitoring of new transactions for fraud signals.
  • Legal Agent, a monthly compliance digest.

Creating one

  1. Open the Automations view and click New Automation.
  2. Describe the task the agent should perform.
  3. Set the schedule.
  4. Save. The automation runs on its cadence and logs each run.

Runs and review

Each execution is captured as an automation run with its output, so you have a history of what the agent produced and when. Because automations run the same governed plan-and-execute flow, the Authorisation Layer still applies to every action they take.