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Automations

Automations

Automations trigger agents and workflows on a schedule or via webhook. Use them for recurring work that should not wait for someone to start a chat.

Open Workspace Settings → Agents and automation → Automations.

Available for roles: Admin Workspace Admin

Scope: Workspace

Catalog​

  1. Click Create Automation to open New Automation.
  2. Search schedules and webhooks.
  3. Filter by All, Schedule, or Webhook.

Each row shows type, status (for example Active), name, and the bound target.

Create a schedule automation​

  1. Click Create Automation. The dialog title is New Automation.
  2. Keep Schedule selected (Runs automatically at a set time. Daily, hourly, or on a custom cron.).
  3. Under What should it target?, open the picker, choose Agent, Workflow, or App, then search and select one.
  4. Optionally click Generate Details to draft fields from a plain-English request.
  5. Under What should it do each time?, enter the action prompt.
  6. Under When should it run?, pick a frequency: Every 15 mins, Every 1 hr, Daily at 9:00 AM, Weekly Monday 9:00 AM, or Custom.
  7. Expand Other details to set the automation name (for example docs-capture-hourly-sre-check).
  8. Optionally click Create new channel or select existing notification channels. If none exist, the dialog shows No notification channels yet.
  9. Click Create Schedule to activate, or Cancel / Close to discard.

Example schedule values:

FieldExample
KindSchedule
TargetAgent (pick any existing agent)
Namedocs-capture-hourly-sre-check
WhenEvery 1 hr
ActionSummarize open Grafana alerts for the Demo Workspace and list likely root causes.

Create a webhook automation​

  1. Click Create Automation.
  2. Select Webhook (Runs when triggered by an external tool like Grafana, PagerDuty and GitHub etc.).
  3. Choose a target (agent, workflow, or app).
  4. Enter a name, for example docs-capture-github-pr-webhook.
  5. Enter the action the target should run when the webhook fires.
  6. Optionally open advanced options and set allowed CIDRs (use Add my IP when available).
  7. Optionally select notification channels.
  8. Save, then copy the webhook URL into the external system. Or Cancel to discard without creating.

Pair an automation with a workflow when the task has multiple steps.

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