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Automations

One trigger, an agent that follows your instructions, and delivery.

An automation is a flow: one trigger, an agent that follows your instructions, and delivery. Each run is a full agent session as you, with your data access, saved as a chat and delivered to Slack, Teams or by email.

The Automations page with insights, existing automations and templates
Automations: status, schedule, last run and templates to start from.

Create one

Choose New automation, or start from a template such as Daily revenue snapshot, Failed payments alert, Weekly MRR report, Notable ICP signups or Insights brief.

Set the trigger: a schedule such as daily at 08:00, or when data changes.

Choose an agent and write the instructions. Use Test run to try it.

Choose where to deliver and Publish. A draft is never run.

The automation editor with trigger, agent and delivery steps
The editor: click a step to set it up.

Good to know

  • A run uses its creator's data access and row rules, so it cannot read anything its creator cannot. Only the creator can edit the instructions.
  • Every run is also saved as a chat for its creator, and each run shows its steps, duration and result.
  • Insights is a daily brief over your verified metrics, posted after its first run.

Panels

Ask one question of several agents at once and get one conclusion.

Metrics

Define each business number once, verify it, and let every question use it.

On this page

Create oneGood to know