Knowledge and workspace tools
Automations
An automation runs a fixed follow-up whenever something happens, so you don't have to do it by hand every time. For example, it can pick up a form submission and pass the details on to the right task automatically.
Start with a clear trigger and outcome
Before you turn an automation on, write down what should set it off, what it should then do, and what counts as it working. Keep the first version narrow. An automation shouldn't quietly make a decision that a person still needs to make.
Open Workspace → Automations to see what's set up, whether each one is switched on, and whether any work has gone nowhere. Pause an automation if you need to stop it running while you look into a problem.
Set one up with your AI agent
Your AI agent can set up and change automations for you. Ask it to describe the trigger, what it will do, and where the result goes, before it creates or switches anything on. Test it with a safe example first, and get your agent to show you the result.
A prompt to try
List this workspace's automations. For each one, show me its trigger, whether it's switched on, and any recent failure or work that's gone nowhere. Don't change anything.
Design an automation for this form submission. Tell me the trigger, each step it will take, who should get the result, and how we'll test it. Don't switch it on yet.
Check it after switching on
Switched on doesn't mean it's working correctly. Check its first run, check the result landed in the right place, and keep an eye on failures or work that's gone nowhere. Update the automation when the form, the task process, or where the result goes, changes.
See Forms and surveys, Dates and recurring work and Skills.