Create an Automation

You need a Pro or Elite workspace and a role with write access. Create any required Project or profile before configuring the Automation.

Create the definitionCopy Anchor Link

1. Open Automations.
2. Select New Automation.
3. Enter a name.
4. Write instructions for one repeatable outcome.
5. Select an active Project if the output belongs there.
6. Choose a trigger.
7. Choose notifications for all runs, failures only, or none.
8. Save as Draft to review, or Active to accept triggers.

A selected Project must be in the same workspace and allow you to write. Without a Project, output stays in a workspace conversation.

Choose a triggerCopy Anchor Link

Schedule triggers use the selected local time and timezone. An active definition receives its next scheduled run.

Verify the AutomationCopy Anchor Link

1. Select Run now on an active definition.
2. Open run history.
3. Wait for a final status.
4. For a successful run, open the output conversation.
5. Check that the output matches the instructions.

If the run fails or is skipped, inspect its status before retrying. Y2 skips overlapping runs, outdated revisions, and runs that lose required access. See Automations reference for states and admission checks.