# Automations

> Create and manage automations that have the agent run a prompt on a set schedule.

Automations schedule the agent to run a prompt on a set schedule. Hand off recurring summaries such as "Summarize last week's activity every Monday," and the results arrive in your Inbox.

## Automations list

See your workspace's automations under **Settings** → **AI Agent** → **Automations**.

<Screenshot name="settings-automations" alt="The Automations settings page with a description, a New automation button, and a message that there are no automations yet" />

## Create an automation

<Steps>
  <Step title="Open a new automation">
    On the Automations page, select **New automation**.
  </Step>
  <Step title="Write a name and prompt">
    In **Name**, enter a name that identifies the automation (for example, "Weekly activity summary"). In **Prompt**, describe specifically what the agent should do on each run.
  </Step>
  <Step title="Choose an agent role">
    In **Agent role**, choose the role that handles the task. The default is **Specify (default)**.
  </Step>
  <Step title="Set the frequency and time">
    Choose a **Frequency** (for example, Weekly), a **Time**, and, depending on the frequency, a **Day of week** or **Day of month**. Times use your local timezone.
  </Step>
  <Step title="Save">
    Select **Save**, and the automation runs starting at the next scheduled time.
  </Step>
</Steps>

<Screenshot name="automation-form" alt="The New automation dialog with Name, Prompt, Agent role, Frequency, Time, and Day of week fields and a Save button" />

## Example of a good prompt

```text
Find the documents that were created or modified in the workspace over the last 7 days
and summarize what changed in each document in one line.
At the end, recommend 3 documents the team should review, with the reason for each.
```

- State the time period, the targets, and the output format clearly.
- To keep the result as a document, ask for it explicitly, for example "Save the result to a 'Weekly Summary' document."

## Check run results

When an automation runs, a task card appears in the [Inbox](/en/workspace/tour). On the card, check the request, result summary, and progress timeline.

## Models and usage

- Automations use the **Default AI Model** in the **Workspace general** settings. Depending on the role, a better-suited model may be selected. See [Choosing a model](/en/models/choosing).
- Automation runs also use the workspace AI budget. For automations that run often, keep the prompt scope narrow.

## Daily briefing

The daily briefing, which you turn on from the **Today's briefing** card in chat, is also a kind of automation. It analyzes your workspace every day and recommends what to do next, and it's available starting with the Pro plan. To turn it off or delete it, manage it from the automations list.