Automations

Connect automations this assistant can run. The Automations tab configures which workflows (automations) the Assistant can execute and how each workflow’s inputs are handled.

What the Automations Tab Does

• Connects workflows to the Assistant so it can run them during a conversation
• For each automation, you configure whether inputs are Agent-Controlled (Assistant decides the value) or Custom (fixed value or variables)

Automations Grid

The tab shows all connected automations:

• Automation – Workflow name with category icon
• Description – What the automation does
• Input Configuration – Summary of input handling:
  • “No inputs” – automation has no inputs
  • “X inputs (all agent-controlled)” – Assistant controls all inputs
  • “X inputs (Y customized)” – Y inputs have custom configurations
• Edit – Button to configure automation inputs
• Delete – Button to remove the automation from this Assistant

Double-clicking a row opens the edit dialog.

Adding an Automation

1. Click Add Automation
2. In the Automation Selection dialog:
   • All available workflows are shown (filtered by category)
   • Each shows name, description, and category icon
3. Select a workflow
4. The Automation Configuration dialog opens:
   • Shows the workflow’s inputs
   • For each input, choose:
     • Agent-Controlled – Assistant decides the value from the conversation
     • Custom – Set a fixed value or use variables
   • Configure output schema if the workflow supports it
5. Click Save to add the automation

Editing Automation Configuration

1. Click Edit on the automation row (or double-click the row)
2. The Automation Configuration dialog opens
3. Change how each input is handled (Agent-Controlled vs Custom) and values as needed
4. Click Save to update

Deleting an Automation

1. Click Delete on the automation row
2. The automation is removed from this Assistant immediately

Note: Removing an automation does not delete the workflow; it only removes it from this Assistant’s capabilities.

Input Handling

• Agent-Controlled – Best for inputs that depend on the conversation (e.g. “email to send to”, “topic to search”)
• Custom – Best for fixed parameters (e.g. target Slack channel, template ID, or “run as” user)

The Assistant runs an automation only when it decides the user’s request matches and when it can satisfy required inputs (from the conversation or your custom values).

Tips

• Start with one or two automations per Assistant to keep behavior predictable
• Use custom values for safety-sensitive or company-specific settings (e.g. which channel to post to)
• Ensure the workflow’s trigger type is compatible with “Assistant runs workflow” (e.g. manual or callable from another workflow)