Automate tasks and workflows by describing them in plain language. "Every weekday morning, list transactions closing within 10 days that still have failing checks." That sentence is the automation.

Run them on a schedule, when a transaction enters a stage, or on demand. A readiness check verifies every automation has what it needs before it can activate (required app connections, a clear prompt) so nothing fails silently. Every run keeps a full work record you can open and inspect.

Fixes & improvements

• Creating an automation now drops you straight into the editor with the agent alongside.

• Editing an automation and chatting about it happen in one place: change the text yourself or ask the agent to.

• Automations have one home: removed the duplicate list from the Knowledge page.