Episode 03: Automations that work while you sleep

Read a workflow step by step: schedule, AI step, condition, email.

Step by step

1. Open Automations and pick a workflow
   Here: Monthly invoice reminder
2. Every workflow starts with a schedule
   This one runs at 09:00 on day 1 of each month
3. Click a step: its instruction is plain language
   No code, you describe what the assistant must do
4. A condition decides if the run goes on
   Continue only when the result is not empty
5. Last step: email the result to finance

Remember

• A workflow = schedule + steps
• Steps are written in plain language
• Conditions stop useless runs, the Runs tab keeps the history

Good to know

• The toolbox on the right adds steps: AI step, condition, function, API call, email.
• The Runs tab keeps the history of every execution, with the result of each step.
• An automation can be paused at any time from the list on the left.
• The number of automations and of runs per day depends on your plan. Your administrator sets it.