Automations
Use Automations to ask a model, an agent or a swarm the same questions on a schedule and send the answers to your team. Each automation runs on a daily, weekly or monthly cadence at the time you choose.
To open the screen, go to Agent Ops → Automations.
The automation directory
The Automation directory lists every recurring automation for your account. The table has these columns:
| Column | What it shows |
|---|---|
| Name | The automation name. Select it to open the automation for editing. |
| Type | The frequency: Daily, Weekly or Monthly. |
| Source | What the automation runs against: a Model, Agent or Swarm badge, followed by its name. |
| Cadence | A short summary, such as Every day, the weekdays it runs on, or the date it runs on. |
| Scheduled Time | The time the automation runs, shown in your own time zone. |
| Created | When the automation was created. |
| Last run | When the automation last ran. |
| Enabled | A switch that turns the automation on or off. |
| Action | Buttons to Edit, view History and Delete. |
You can work with the list in these ways:
- Search: type in the Search by name box to show only automations whose name matches.
- Sort: select the Last run or Enabled column heading to sort by it. Select it again to reverse the order.
- Pages: the list shows 10 automations per page. Use the arrows below the table to move between pages.
If you have no automations yet, the directory shows No automations yet.
Add an automation
- Select Add automation.
- In Automation name, enter a name.
- In Frequency, choose Daily, Weekly or Monthly.
- If you chose Weekly, select one or more Days of week.
- If you chose Monthly, pick a Date. The date must be today or later.
- In Scheduled Time, set the time the automation should run. The time zone shown under the field is the one the time is read in.
- Leave Enabled selected if the automation should start running straight away. Clear it to save the automation without running it.
- In Target mode, choose what the automation asks:
- Model: select a model in Model. See Give a model tools.
- Agent Chat: select an agent in Agent. You can type in the list to search for an agent.
- Swarm: select a swarm in Swarm.
- Type a question in the Questions box and select Add. Repeat for each question. Each added question runs separately on the schedule, and a question can span more than one line.
- In Notification emails, enter one or more email addresses, one per line or separated by commas.
- Optional: enter a Google Chat webhook, Slack webhook or Teams webhook to also send results to a chat channel.
- Select Create automation.
Give a model tools
When Target mode is Model, the form also shows MCP Servers. It lists the MCP servers available to your account, with the number of tools each one offers.
- Optional: type in Search MCP servers to narrow the list.
- Select each MCP server whose tools the model may use.
The selected servers' tools are available to the model when the automation runs.
Some models can't use MCP tools. When you choose one of these, the form tells you so in place of the list. If your account has no MCP servers, you see No MCP servers are available for this account.
Edit an automation
- In the Action column, select Edit. You can also select the automation name.
- In the Edit automation window, change the fields you need.
- Select Update automation.
Turn an automation on or off
In the Enabled column, select the switch. A confirmation message tells you the automation was enabled or disabled. You can also change this with the Enabled checkbox when you edit the automation.
View run history
- In the Action column, select History.
- Review each run. Each entry shows the question, the time it ran, and the answer.
- Close the window to return to the directory.
If the automation hasn't run yet, you see No history yet.
Delete an automation
- In the Action column, select Delete.
- In the Delete automation? window, select Delete automation.
The automation stops running. Its past run history is kept.
What happens next
After you save, a message confirms Automation created. or Automation updated. and the automation appears in the directory. When it runs, the answers go to the notification emails and any chat webhooks you entered, and the run appears in History.
Troubleshooting
If the form shows Please fix the highlighted automation fields., check the message under each highlighted field:
| Message | What to do |
|---|---|
| Automation name is required. | Enter a name. |
| Weekly automations require at least one day. | Select at least one day of the week. |
| Monthly automations require a date. | Pick a date. |
| Choose today or a later date. | Pick a date that hasn't passed. |
| Schedule time is required. | Set a time. |
| Model automations require a model id. | Select a model. |
| Agent automations require an agent id. | Select an agent. |
| Swarm automations require a swarm id. | Select a swarm. |
| At least one question is required. | Type a question and select Add. |
| This question is already in the list. | Each question can be added once. Change the wording or skip it. |
| At least one notification email is required. | Enter at least one email address. |
| Invalid email: followed by an address | Correct the email address shown. |
| Slack webhook must be a valid https:// URL. (or the Google Chat or Teams version) | Enter the full webhook address, starting with https://, or leave the field blank. |
If the directory shows Automation service is unavailable, select Retry. Add automation stays unavailable until the directory loads. If the problem continues, contact support.
If you see Could not update the automation status. Please try again. or Could not delete automation. Please try again., wait a moment and try again.