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An Automation runs saved instructions in a chosen Workspace or Canvas. Use one for a recurring brief, a review of connected records, or an update to an existing artifact.
The Automations view appears when enabled for your organization.

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Choose the location

Runs use the Automation owner’s access and available connections. Sharing its Canvas doesn’t give someone else your personal Connector or model subscription.

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Create an Automation

1

Open Automations

Select Automations above the left rail. Open the create menu and choose Automation, or With Agent to describe the task in a conversation.
2

Name the task and write instructions

State the sources, time range, output, and any actions. For example: “Each Monday, review the last week’s customer notes and update the weekly brief. Cite the meetings and list unresolved commitments.”
3

Choose a location and agent

Select the Workspace or Canvas. If Runs on is available, choose the agent and model for its runs.
4

Set the schedule

Choose Daily, Weekly, Monthly, or Yearly, then set the relevant days, time, and time zone. Choose No schedule to create it paused.
5

Create and inspect a first run

Click Create automation. Use Run now from its menu, then open the run to check its output before relying on the recurring schedule.
Recurring runs must be at least 30 minutes apart. The form offers common schedules; the agent can help configure a supported cadence.

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Write instructions that can run again

Specify where the result belongs and how it should be updated. “Update the weekly brief on this Canvas” is clearer than “write a summary.” For external changes, specify what may change and what should remain a draft. Scheduled runs use their configured permission mode and can need confirmation; a schedule doesn’t itself authorize every action. See Manage Automations for pausing, editing, run history, and failure recovery.