Create an automation

Step 1: Open Automations and choose a creation path

Open Automations from the sidebar. Choose Create via Chat to work out the schedule with an AI teammate on Home. Choose Create Manully to open the form when you already know the name, executor, workflow, and schedule.

Step 2: Answer the scheduled-task interview

Create via Chat opens Home with a scheduled-task starter already in the composer. Choose the AI teammate that should own the automation and send the starter. The teammate first explains how scheduled tasks work, then asks what should run and when. When it asks what to schedule, include the source to check, the decision rule, the output to create, the schedule, and where the result should be delivered.

Example:

Every weekday at 9am, check #product-updates for shipped changes since yesterday, write a one-paragraph summary, and post it to #standup. If nothing changed, skip the post.

Step 3: Fill the manual form when details are known

If you choose manual creation, give the automation a short name, pick the AI teammate that should execute it, and write the workflow document. The workflow document should say what to check, what judgment to make, what to produce, and where to report.

Step 4: Set the trigger, write delivery into the workflow

Choose when the automation runs with the schedule controls. The form has no delivery field — where the output goes lives in the workflow document, so name a channel, document, task, or other target the executor can reach there instead of leaving it implicit. Leave Enabled on only when you are ready for the first run to happen.