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Automations — Technical Reference

This page describes how automations work beneath the builder, in technical terms, for developers and technically-inclined users. It focuses on observable behavior and the model automations follow, rather than implementation internals.


Architecture model

An automation is a graph of steps that starts from a trigger. Two concerns are kept separate:

  • Design — building the automation (with the AI designer or the manual editor). This produces a draft definition.
  • Execution — actually running the automation. This happens as a separate job (see below).

Each automation has a definition (its steps and trigger), and each time it runs it produces a run record.


Step model

A definition is an ordered set of nodes. Each node has an index, the node(s) it follows, a type, and type-specific fields.

Node typeWhat it doesKey fields
Trigger (auto-generated, index 0)Marks how the automation startstrigger type + trigger settings
Agent stepRuns one of your agents with an instruction, optionally writing output to a filethe agent, an input prompt, an output file, success/failure notes
Router stepBranches the flow based on a conditiona set of routes, each with a condition and the next step to go to
  • A step's output can be written to a file that later steps read, so data flows along the chain.
  • Step consolidation: when the same agent handles several sequential actions, they're combined into one step with a detailed instruction, rather than many tiny steps. Separate steps are used for different agents, branches, or parallel work.

Triggers

TriggerStarts the automation when…Notes
ScheduleA time/recurrence is reachedDefined as a cron expression with a timezone
WebhookAn external service sends an HTTP requestSecured by a secret key that must accompany each request
ManualYou run it on demand

Why design and execution are separate

The conversational designer runs within a time limit, and a full automation can run longer than that (it may call several agents, each doing real work). So the designer never executes the automation itself — it produces a verified draft, and execution runs as a separate job that isn't bound by the designer's limit.

This is why the flow is design → test → activate: you test the finished draft (a real run you can watch step by step), then activate it so it runs on its trigger.


Execution model

  • Steps run in order; a router step sends the flow down one of its branches based on the result.
  • Each run is recorded as a run record that stores, per step: status, a result summary, any output files, and which tools were used.
  • A run moves through these statuses:
  • Test runs vs production runs are recorded the same way; a test run lets you verify the automation before activating it.
  • While a run is in progress, its status is polled so the interface can show step-by-step progress live.

Execution modes

Each automation runs in one of two modes:

ModeTrade-off
AgileFaster and more cost-efficient — good for most automations
IntensiveMore thorough analysis per step — for complex work

Limits & guarantees

  • Steps execute sequentially; routers are the only branching mechanism.
  • Every run is recorded with per-step results you can review afterward.
  • Each design conversation is an isolated session; one session can design multiple automations.
  • Webhook triggers require a secret key — requests without it are rejected.
  • Usage is metered as credits per run.

What's next