Skip to main content
Automations turn repeatable instructions into operational work. They use workspace context, connected sources, pages, and skills to prepare analysis or next steps on a schedule or in response to an event.

An automation can

  • Read from connected systems and source files
  • Combine source data with workspace context
  • Draft analysis, updates, or proposed actions
  • Record the run and its supporting evidence

Reviewable actions

When an automation would affect another system or produce a client-facing output, it should produce a proposal or reviewable result first. A reviewer can inspect the rationale, evidence, and intended action before approving it.

Run history

Each run should make its progress and outcome understandable. Run history provides the context needed to distinguish a successful action, a failed attempt, a pending review, and a result that needs follow-up.