Automations
Automations let you chain multiple AI agents into a process that runs on its own -- like hiring a team that works 24/7 without needing supervision. Think of it as an assembly line: each station performs a specific task and passes the result to the next. You set it up once and let it run whenever it is needed.
How It Works
A trigger fires, each agent step does its job in order, and routers send the flow down different paths depending on the results.
Key Concepts
| Concept | What It Is | Analogy |
|---|---|---|
| Automation | A complete process with multiple steps | A recipe with instructions for each step |
| Trigger | The event that starts the automation | An alarm clock, a doorbell, or a play button |
| Agent Step | An AI agent performing a specific task | A team member doing their job |
| Router | A decision point that sends the flow down different paths | A manager deciding who handles what |
| Run | One execution of the automation from start to finish | Following the recipe once |
| Session | An AI design conversation where the AI builds your automation | A planning meeting with an architect |
| Execution Mode | How deep agents analyze -- Agile (fast) or Intensive (thorough) | Quick draft vs. detailed report |
Three Ways to Build
| Approach | Best For | How It Works |
|---|---|---|
| AI Setup (Recommended) | Most users, complex processes | Pick a template card or describe what you want in plain language — the AI designs it for you |
| Manual Builder | Full control, simple automations | Step-by-step wizard followed by a visual drag-and-drop editor |
| Creation Wizard + AI Chat | Quick start then AI refinement | Wizard sets up the basics, then AI chat helps design the steps |
What's next
Choose a Trigger
Decide what starts your automation -- a schedule, an external event, or a manual button
AI Setup
Let the AI design your automation through conversation
Manual Builder
Build with the visual editor for full control
Agent Steps and Routers
Configure what each agent does and add decision points
Testing and Runs
Test your automation, activate it, and monitor executions
Examples
Complete automation examples for common use cases
Getting Started
- Navigate to Automations from the sidebar.
- Pick a trigger that matches when you want your automation to run.
- Use AI Setup or the Manual Builder to design your automation.
- Configure your agent steps and add routers where decisions are needed.
- Test the automation, review the results, and activate it.
If you are not sure where to start, try AI Setup -- describe what you want to automate in plain language and the AI will design the entire automation for you. It is the fastest way to go from idea to working automation.