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Automation

Automation is a workflow that runs by itself when something happens, so you do not have to start it each time.


What it means

An automation is a workflow that runs by itself when something happens. You set it up once. After that, you do not have to start it each time.

The "something" is called a trigger. It can be a new email, a form being filled in, a message in a channel, or a time of day, such as 8 a.m. every Monday. When the trigger happens, the steps run in order.

In a chat, you type a prompt and get one answer. An automation works without a new prompt from you.

An example from work

Imagine a support lead who spends many hours in meetings. Every morning she scrolls back through dozens of Slack messages. Instead, she sets up an automation. Each weekday at 8 a.m., the AI reads the channels she is a member of and writes a short summary.

To let AI reach Slack, she can use MCP, a connector that lets AI use your apps, such as Drive, Slack or Notion. When she opens her laptop, the catch-up is waiting.

What to watch for

  • Check the results at the start. An automation repeats a mistake as easily as good work.
  • Limit what it can reach. Give it only the channels, folders or apps it needs.
  • Keep a person in the loop for anything sent to customers or colleagues.
  • Review it now and then. If your process changes, it will not notice.

Automation in the news

Questions

What is the difference between an automation and an agent?

An automation is about when something runs: it starts by itself when something happens. An agent is AI that completes a task with several steps for you, not just one answer. The two can work together, for example when an automation starts an agent every morning.

Do I need to know how to code to set up an automation?

Not always. Many work apps and AI assistants let you set up an automation by choosing a trigger and describing the steps in plain language. Look in the settings or help pages of the app you already use to see what it offers.

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