---
title: "Automations"
slug: automations
url: https://invertbio.com/docs/user-guides/automations
---

# Automations

Schedule recurring Assist workflows that run unattended on a fixed cadence. An Automation pairs a Skill with a schedule — daily or weekly — so that reports, data imports, or analyses happen automatically without anyone needing to start a session.

![](/docs/user-guides/automations/automations-list-with-data.png)

## What you can do with Automations

-   **Generate periodic reports:** Produce a batch summary or campaign report every Monday morning, ready for the team before standup.
-   **Stage data imports on a schedule:** Automatically stage incoming instrument data for review at a fixed time each day.
-   **Run routine analyses:** Execute a standard RCA or monitoring check on new data as it arrives, surfacing issues without manual effort.
-   **Reduce repetitive work:** Any analysis you would otherwise run by hand on a recurring basis can be turned into an Automation.

## Creating an Automation

1. Open the **Automations** page from the sidebar.
2. Click **New Automation**.
3. Give the automation a descriptive name.
4. Select a **Skill** — this determines what the automation does when it runs.
5. Choose **Outputs** — select whether each run produces a Report, an Import Preview, or both. Every run also creates an Assist session you can review.
6. Set a **Schedule** — Daily, or Weekly on a specific day.
7. Click **Save**.

![](/docs/user-guides/automations/automations-new-automation.png)

## Managing Automations

Select any automation from the list to open its detail panel. From here you can:

-   **Edit configuration** — change the name, skill, outputs, or schedule at any time.
-   **Enable or disable** — toggle the automation on or off without deleting it.
-   **Run now** — trigger a one-off run immediately, outside the normal schedule.
-   **View run history** — see past runs with their status, trigger source (manual or scheduled), duration, and links to the resulting report or session.
-   **Delete** — permanently remove an automation you no longer need.

![](/docs/user-guides/automations/automations-detail-panel.png)

## Personal and Workspace views

The list page has two tabs: **Personal** shows only automations you own, while **Workspace** shows all automations across the organization. Use the Workspace view to see what recurring analyses colleagues have set up and to avoid duplicating effort.

## Halted Automations

If an automation fails on consecutive runs it is automatically halted to prevent repeated failures. A halted automation shows a warning banner explaining when it stopped and why. To resume, fix the underlying issue in the linked Skill, then use **Run now** to confirm it succeeds — the automation re-enables on the next successful run.