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Automations

Set it once.
It runs on its own.

Tell your agent what to do and when. It runs on a schedule or the moment something happens, posts the result in its own chat, and alerts your phone.

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An automation at work

Monday's brief, already written.

Next run Mon 8:00 AM

Monday brief

Chief of Staff · Every Monday at 8:00 AM

On

Task

Brief me on last week: new and won deals, overdue invoices, and what shipped or slipped.

Recent activity

  • Monday brief

    Scheduled2m ago

    4 new deals, 2 won. 3 invoices overdue. 11 tasks shipped.

    View

  • Invoice reminders

    Scheduled1d agoNeeds approval

    Drafted reminders for 2 overdue invoices. Waiting for your OK to send.

    Review

  • New lead from Gmail

    Event3d ago

    Gmail needs to reconnect, so the email couldn't be read.

    View

Last run, in its chat

Mon, Oct 12 · 8:00 AM
Chief of Staff

Here's your Monday brief for October 5 to 11.

  • Pipeline

    4 new deals. Fieldstone and Larkspur won, $38,400 in all.

  • Money

    3 invoices overdue, $12,750. Brightwater is 21 days late.

  • Tasks

    11 shipped. Onboarding emails and the billing page slipped.

On your phone

Automation completed

now

“Monday brief” completed. Tap to view the result.

Any schedule. Any event.

Run it on the clock, or the moment something happens in your apps or connected accounts.

  • Schedules. Hourly, daily, weekly, monthly, a custom cron, or once, in your timezone.
  • App events. A new email, a form response, a deal won, meeting notes ready. No connection to set up.
  • Connected accounts. Wake the agent on events from the tools it's connected to, like a new Gmail message.
When it runsOne trigger per automation

On a schedule

In your timezone
  • Every weekday at 9:00 AM
  • Every Monday at 8:00 AM
  • Monthly on day 1 at 8:00 AM
  • Every 2 hours
  • Once at Oct 20, 3:00 PM
  • Custom cron

On an app event

No connection needed

  • Email

    New email received

  • Forms

    Response submitted

  • Customers

    Deal won

  • Meetings

    Notes ready

  • Helpdesk

    New request

  • Finance

    Invoice paid

On a connected account

From the agent's integrations

Approve it once. Then it runs.

You agree on the task when you create it. Every run does that job without stopping to ask.

  • Set up from chat. Ask in plain words. The agent proposes the schedule and the task, and you approve the card.
  • Pre-approved steps. The sends and updates the task describes run on their own, every time.
  • No new access. Runs use the apps and accounts the agent already has. They never gain more.
Setting up an automation from chat

Every weekday at 9, find deals that went quiet for two weeks, draft a follow-up for each, and set the next step.

Closer

Each weekday I'll find the quiet deals, save a draft per deal, and set its next step. Approving this pre-approves those steps, so the runs won't stop to ask. Nothing gets sent.

Schedule a taskNeeds approval
When
Every weekday at 9:00 AM
Timezone
America/New_York
Task
Find deals with no activity in 14 days. Save a follow-up draft for each in Email and set the deal's next step. Send nothing.
Label
Quiet deal follow-ups
Runs in
A dedicated session
AllowDenyRequest edit

Ready-made. Turn it on.

Some apps come with an automation ready to go, and every personal agent starts with one.

  • A Support agent for Helpdesk. It drafts a reply to each new request from your Knowledge. Your team sends it.
  • A short list of actions. The setup shows exactly what it can do before you turn it on.
  • A weekly review. Every Monday your personal agent reads your week in Opser and suggests automations worth adding.
Ready-made automations
Suggested for Helpdesk
  1. Agent
  2. People
  3. Review

Support agent

Drafts replies to new support requests from your Knowledge.

What it does

Draft a reply to each new request

It can only:

  • Read a ticket's whole conversation
  • Search the team's Knowledge for passages that answer a question
  • Leave a reply on a ticket as a draft for a person to review and send
Who works with itYou and Maya Chen

Nothing is made until you turn it on.

Turn on

Weekly Opser review

Your personal agent · Every Monday at 9:00 AM

On

It reports back.
Failures say why.

Every run tells you what it did, what it's waiting on, and what went wrong, wherever you are.

Meet the agents

Its own chat

Every run posts its result there. Reply to any run and keep going.

Run history

Each run shows as running, succeeded, or failed, with Review on the ones waiting for you.

On your phone

A finished run alerts your phone. A failed one also reaches your notifications and email.

Ask why it failed

The agent reads a failed scheduled run's record without running it again.

Change it by asking. Pause it anytime.

An automation is your agent's work, so you manage it the way you ask for anything.

Change it in chat

Move the brief to 7:30 or add a section. It edits in place and keeps the history.

Watch and alert

Ask it to watch for an overdue invoice or a stalled deal. It alerts you when it finds one.

Pause or run now

Pause one, run it right away, or delete it from the Automations page.

OperatorShared

Runs for the whole team

  • New request triage

    On an event

  • Friday ship notes

    Every Friday at 4:00 PM

  • Stalled deal watch

    Every weekday at 8:00 AM

A shared agent's automations run with its own access, and everyone who works with it sees each run. Shared agents come with Starter and up.

See pricing

A few more answers.

What founders ask before they let work run on its own.

Do automations ask for approval every time they run?

No. Creating one pre-approves the actions its task describes, such as sending an email or updating a deal, using the access the agent already has. Write the task precisely: who gets what, and which records it can change. A run never gains access the agent doesn't have.

What can trigger an automation?

A schedule or an event. Schedules run hourly, daily, weekly, monthly, on a custom cron expression, on an interval, or once at a set time. Events come from your installed apps, like a new email, a form submission, a deal changing stage, or a meeting's notes being ready, and from connected accounts. App events need no extra connection.

How do I know it worked?

Each automation has its own chat where every run posts its result. History lists every run as running, succeeded, or failed. By default a finished run alerts your phone, and a failed one reaches your notifications, phone, and email. Ask the agent why a run failed and it reads that run's diagnostics without running it again.

Do apps come with automations ready to turn on?

Some do. Helpdesk suggests a Support agent that reads every new customer request, looks the answer up in your Knowledge, and leaves a reply as a draft for your team to send. And every personal agent starts with a Weekly Opser review each Monday that reads your activity and suggests automations worth setting up.

Can a shared agent run automations for the team?

Yes. A shared agent's automations run with the agent's own access, and everyone who works with it sees each run. An event about a private record wakes a shared agent's automation only when every member can see that record.

What do automations cost?

They use workspace credits like any other agent work. If you've connected your ChatGPT plan, runs on its GPT models use that plan instead. If credits run out, the run stops and you get an alert so nothing fails silently.

Hand off the recurring work.

Ask your agent for your first automation and let Monday's brief write itself.

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