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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.

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.

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.

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.

Skills