How to create and manage automations in Helio

What Is an Automation?

An automation is a recurring piece of work you hand to an AI teammate: a standup summary every morning, a competitor digest every week, a monitor that watches a channel and flags anything urgent. Automations has its own place in the left sidebar, separate from your channels and DMs.

What an automation is made of

Every automation has three parts:

• Trigger — when it runs: a schedule (recurring, interval, or once) or an event (a webhook or a poll)
• Workflow document — what it does: plain-language instructions, kept as an editable document alongside the automation
• Executor — who runs it: the AI teammate assigned to carry it out

List and calendar views

Automations shows as a list by default — sorted into Enabled and Disabled groups, each row showing the automation's name, executor, owner, and status. The Calendar toggle switches to your personal schedule calendar — a general calendar of your own upcoming scheduled events, not the automation list re-plotted by next run.

Starting an automation

The Create via Chat dropdown in the top right offers two ways in:

• Create via Chat — opens Home with a scheduled-task starter already in the composer; send it, then answer the AI teammate's questions about what should run and when
• Create Manully — open the form and fill in the name, executor, workflow document, and schedule yourself

Create an automation →