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Set Up Automation

Use Automate to define the trigger and follow-up actions that make a workflow useful.

In this example, a scheduled automation creates a weekly chat summary of onboarding issues and emails it to the product team.

Before You Start​

  • You must have permission to edit teamspace settings.

Steps​

  1. Open a new automation in Teamspace Settings > Automate.
  2. Add a trigger.
  3. Add one or multiple actions.

When Should I Use Automations?​

  • When the same summary or follow-up should happen on a fixed schedule.
  • When you want AI output delivered to a teammate or shared inbox without manual copying.

Tips​

  • Keep the chat prompt specific so the scheduled summary stays consistent from week to week.
  • Send the email to the team or inbox that will act on the result.

Example​

This video shows a scheduled automation that creates a weekly onboarding summary and emails it to the product team.

FAQ​

Q: Do I need to change the default schedule before saving?​

No. You can keep the default schedule during setup and adjust the timing later.

Q: What email address should I use?​

Use a shared inbox or team distribution list when more than one person should see the automation output.