Introduction

Automations are the heart of the AI Kit. This is where the platform earns its keep: you compose a small program from prebuilt blocks, the platform runs it for you, and the results land in the Inbox, in your email, in a database, or wherever you tell them to go.

If you want a tour of the vocabulary first (workspace, trigger, step, …), read Getting Started → Introduction and come back.

Two kinds of automations

Every automation is one of two types. The platform asks you to pick when you create a new automation.

Workflows

A workflow runs from start to finish on its own. It has a trigger (when?) and a series of steps that execute one after another. There is no user in the loop unless you explicitly add an interactive step.

Typical workflows:

• "Every Monday at 8:00, fetch open tickets from the support tool, summarize them, send the summary to the team lead."
• "When a new file lands in this folder, extract the text, ask an AI to categorize it, and append the result to a spreadsheet."
• "When this webhook is called, look up the customer in our CRM and reply with a personalized email."

Agents

An agent is conversational. There is always a user on the other end. The agent has a persona, a system prompt that describes what it can do, and access to models and knowledge. It decides when the conversation is finished.

Typical agents:

• An HR onboarding assistant that walks new colleagues through their first week.
• A research assistant for a specific knowledge base ("ask anything about our product catalog").
• An internal help desk that triages requests and either resolves them directly or escalates.

The end-user experience for both is the same: agents always start from the Inbox.

Where you find your automations

Automations live in the Automations tab of the main navigation. The page lists both workflows and agents — the difference is shown via an icon and a label on each card.

Filters

The list of automations supports four filters:

• All — everything.
• Active — only automations whose trigger is currently armed.
• Inactive — automations that have been deactivated.
• With Errors — automations that failed recently or whose trigger is currently broken. Useful when you arrive in the morning and want to know what needs attention.

Search

The search box matches on name and description. Use it once you have more than a handful of automations.

How to read an automation card

Each card shows:

• Name and a short description.
• The type (workflow or agent).
• The trigger (cron, webhook, mail, etc.) — at a glance you see what makes it run.
• The current status — active, inactive, error.
• The number of recent jobs — how often it has run lately.

Click any card to open the editor.

What you can do from the list

Action	Where to find it
Create a new automation	The Create button at the top right of the list.
Import an existing definition	The Import button next to Create — useful when colleagues share automations or you exported one earlier.
Export a single automation	The export icon on each card. The exported file is a complete, self-contained definition.
Open the editor	Click the card.
Start / stop the trigger	From the Trigger Monitor under Administration.
See past runs	Open the card, then go to its Jobs view.

📷 SCREENSHOT: A workflow card highlighted, with the export icon and the "active" badge clearly visible.

What to do next

• Ready to build your first one? Create a New Automation.
• Want to understand the moving parts first? Core Concepts.
• Looking for what's in the integrations catalog? Integrations → Introduction.