Create an Automation

This tutorial creates an Automation, activates it, and verifies its first run.

Before you begin

You need a Pro or Elite active workspace and a write-capable workspace role. If the Automation will use a Project or profile trigger, create that resource in the same workspace first.

1. Open Automations

Open Automations from the app navigation. If you arrived from a Project, the form can start with that Project selected.

2. Define the work

Select New Automation, enter a name, and write the instruction Agent Y2 should execute. Keep the instruction focused on one repeatable outcome. The instruction can contain up to 8,000 characters.

3. Choose the context

Optionally select a Project. Y2 accepts only an active Project owned by you in the active workspace. Leaving Project blank creates a workspace-scoped output thread.

4. Choose a trigger

For a schedule, choose daily, weekly, or monthly, then set the local time and timezone. Weekly schedules also require a weekday; monthly schedules require a day from 1 through 28.

For a report trigger, select an active InfoOps profile from the same owner and workspace. The Automation runs after a completed report event is accepted.

5. Choose notifications and status

Choose notifications for all runs, failures only, or none. Save as Draft while reviewing the definition, or save as Active to accept triggers. Active schedule definitions receive their next scheduled run.

6. Verify the Automation

Use Run now on an active definition. Review run history for queued, running, succeeded, failed, skipped, or canceled status, then open the output thread when it is available.