> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizzyco.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations

> How AI-powered automations work in Bizzy

Automations are how Bizzy turns your inbox from a task list into a system that
works for you. Instead of manually processing every message, you define rules in
plain English and let AI handle the routine work.

## What Are Automations?

An **automation** is a workflow that runs when something happens in Bizzy. Every
automation has three parts:

1. **Trigger** — the event that starts the automation (e.g., a new email
   arrives)
2. **Instructions** — what you want the AI to do, written in natural language
3. **Permissions** — what actions the automation is allowed to take

What makes Bizzy automations different from traditional "if this, then that"
rules is the **AI layer**. Instead of rigid conditions and fixed responses, you
describe what you want in plain English and the AI interprets each situation
individually.

## Automations vs. Agents

Bizzy has two kinds of AI worker, and they're easy to confuse. **Automations**
are event-triggered: a message arrives, a contact is created, a schedule fires,
and the automation runs without anyone being there. **Agents** are
conversational: you (or another workflow) chat with them, and they call tools to
get things done across multiple turns.

A useful intuition: an automation is a junior employee waiting for the inbox to
ping. An agent is a colleague you can ask things of. Automations *can* invoke an
agent as one of their steps when the work needs more nuance than rules can
capture — for example, "when a new email arrives, ask the support agent to draft
a reply."

If you'd ever want to hit "send" yourself before the action happens, reach for
an [agent](/get-started/concepts/agents). If the action should *always* happen
the moment the trigger fires, reach for an automation.

## How Automations Work

When an event occurs — say a new email arrives — Bizzy checks if any active
automations match that trigger. If so, the AI reads the incoming content,
evaluates your instructions, and takes action.

Here's the flow:

1. **Event occurs** — A new email, contact creation, or other trigger event
   happens
2. **Trigger matches** — Bizzy identifies every automation listening for this
   event; all matching enabled automations run independently
3. **AI processes** — The AI reads the content and interprets your instructions
4. **Action taken** — The AI performs the appropriate action (reply, create
   contact, etc.)
5. **Result logged** — The execution is recorded so you can review what happened

The AI doesn't follow a decision tree — it understands context. An instruction
like "if this looks like a support request, send an acknowledgment" works
because the AI can evaluate whether an email is a support request, even if the
sender doesn't use the word "support."

## The Power of Natural Language Instructions

Traditional automation tools require you to define exact conditions: "if subject
contains 'help' OR subject contains 'support' OR subject contains 'issue'..."
This is brittle and misses edge cases.

Bizzy automations use AI instructions instead:

```
When a new email arrives:
1. If it looks like a support request, send a friendly acknowledgment
2. If it's a sales inquiry, tag the contact as "Lead"
3. If it's a newsletter or automated notification, do nothing
```

The AI handles the ambiguity. It understands that "My login isn't working" is a
support request even though it doesn't contain the word "support."

## What Can Automations Do?

Automations can take a range of actions depending on their permissions:

* **Send replies** — Compose and send email responses
* **Create and update contacts** — Add new contacts or update existing ones
* **Manage messages** — Archive, label, or categorize incoming messages
* **Send notifications** — Alert team members about important messages
* **Create tasks** — Generate follow-up tasks from incoming requests

## Automation Lifecycle

Automations have a lifecycle with different states:

| Status        | Meaning                                           |
| ------------- | ------------------------------------------------- |
| **Active**    | Running and processing events as they occur       |
| **Paused**    | Temporarily disabled — can be resumed at any time |
| **Completed** | Finished after reaching an execution limit        |
| **Expired**   | Past its configured expiration date               |

You can pause an automation at any time without losing its configuration. This
is useful when you want to temporarily stop processing while you refine your
instructions.

## Automations and Permissions

Automations run with the permissions that were set when they were created. They
cannot perform actions beyond their granted permissions. This means:

* An automation with read-only message access can analyze emails but not reply
* An automation without contact permissions cannot create or modify contacts
* Permissions are checked on every execution, not just at creation time

This design ensures automations stay within the boundaries you define, even as
the AI interprets instructions flexibly.

## Related Topics

<CardGroup cols={2}>
  <Card title="Create your first automation" icon="bolt" href="/user-guide/automations/first-automation">
    Step-by-step guide to building an automation
  </Card>

  <Card title="Tutorial: Handle support emails" icon="graduation-cap" href="/get-started/tutorial">
    Build a working AI-powered support workflow from scratch
  </Card>

  <Card title="Agents" icon="robot" href="/get-started/concepts/agents">
    The conversational counterpart — when to reach for one instead
  </Card>
</CardGroup>
