Prerequisites
- Permission to create automations in your business
- An active agent whose tool permissions set every tool the automation needs to Allow (a new agent’s write actions start at Ask)
Create the automation
Click Automations in the sidebar, then Create Automation.
- Enter a Name you’ll recognize in the list. Names are unique within your business and up to 100 characters.
- Leave Use default agent selected under Owning agent, or choose another active agent. Each run uses this agent’s permissions.
- Write the Instructions (up to 5,000 characters): say when the automation runs and what it does. There is no separate trigger field — the trigger is read from this text and shown on the detail page as Trigger Event. State concrete conditions and actions; every run performs the same steps and doesn’t make judgment calls.
- Click Create Automation.
Approve the tools
When preparation finishes, the page shows Ready for approval with what the automation will do, when it will run, and Tools this automation can use, grouped by category. Tools that can permanently delete data carry a red badge and the line “Can permanently delete data.” Review the list, then click Approve automation. The list is fixed from then on: every run can use exactly those tools and never asks. The status becomes Active and Enabled, even if it was previously disabled. The next matching event or scheduled time runs it. Click Reject and regenerate to prepare a replacement from the same instructions. It stays inactive until you approve it. If the automation is regenerated while you’re reviewing it, the page asks you to review the new version before approving. Approval is unavailable when no tools are listed or the automation isn’t ready to run; generate a replacement first. If the owning agent has been deactivated, the automation can’t be activated — reactivate the agent, then approve. If it can’t be prepared, the page shows Evaluation Failed or Code Generation Failed with the reason. If the reason is a tool the owning agent doesn’t allow, set it to Allow and click Regenerate. Otherwise delete the automation and create a replacement with clearer instructions.Pausing and resuming
Click Pause beside Regenerate on the detail page to stop future runs. Click Resume to enable it again, including after loop protection pauses it. Resuming keeps the tools you approved and waits for the next matching event or scheduled time; it doesn’t start a run immediately.Changing what an automation does
There is no edit form. Click Regenerate on the detail page to prepare a new version from the same instructions and review it again. For an active automation, confirm first: it stops running until you approve the replacement. Approval also re-enables a paused or disabled automation. To change the instructions, delete the automation and create a new one. Changing the owning agent’s permissions changes what the automation can do at its next run — see Permissions.Monitoring runs
The detail page shows the automation’s status, whether it’s Enabled, its Owning agent (Agent unavailable if the agent can’t be found), its Trigger Event, its execution count, and its Instructions. Schedule and Expires appear when set. Execution History lists each run with Started At, Completed At, Status (Running, Success, or Failed), Duration, and Error. For run limits and retries, see How automations run.Deleting an automation
Open the row menu on the Automations page or the menu on the automation’s detail page, click Delete Automation, and confirm.Troubleshooting
Next steps
Tutorial: turn support email into tasks
A working inbound-email automation, end to end
Tool permissions
Set which tools an agent — and its automations — can use