Automation¶
Automation lets an Agent perform recurring work on a schedule, such as generating reports, organizing risk lists, summarizing resource usage, checking release readiness, or reviewing alerts, logs, and metric trends.
Create an Automation Task¶
Open Automation in the Agent workspace, click New Task, and configure the following settings:
| Setting | Description | Recommendation |
|---|---|---|
| Title | Identifies the task in the list and run history. | Include the target and cadence, such as “Production Service Daily Report.” |
| Schedule | Supports hourly, daily, weekdays, weekly, monthly, and custom schedules. | Use a preset whenever possible and use custom Cron only when a preset cannot express the schedule. |
| Execution time | Sets the time for a preset schedule. | Choose a time when the team can review and act on the result. |
| Expiration date | Stops future runs after the selected date. | Set one for temporary campaigns, release support, or time-limited inspections. |
| Permission mode | Choose Default Permissions or Full Access. | Use Default Permissions unless the scope is stable, low-risk, and has been reviewed. |
| Agent Intelligence | Choose Auto, Fast, Standard, or Pro. | Use Auto when unsure, Fast for lightweight work, Standard for balanced analysis, and Pro for complex planning. |
| Prompt | Describes what the Agent should do and return on every run. | State the objective, target, time range, output format, and risks to highlight. |
| Message channel delivery | Select one or more existing external conversations. | Selecting a conversation enables delivery. With no selection, results remain in the run history and associated session. |
The current form does not include a separate Skill selector. The Agent can use its enabled Skills and MCP servers. If a particular Skill is required, name it and describe how it should be used in the prompt.
Choose a Schedule¶
- Hourly: Runs at the start of every hour.
- Daily: Runs every day at the selected time.
- Weekdays: Runs Monday through Friday at the selected time.
- Weekly: Runs on selected weekdays and at the selected time.
- Monthly: Runs on selected dates and at the selected time.
- Custom: Uses a five-field Cron expression for schedules that presets cannot represent.
Before saving a custom schedule, confirm the workspace time zone and the displayed next run time.
Configure Message Channel Delivery¶
Automation delivers results to specific message channel conversations. Selecting one or more conversations enables delivery; removing every selection disables external delivery for the task.
If the list is empty or the target conversation is missing, follow Prepare a Channel Session for Result Delivery, send the Agent a message from the target conversation, and then refresh or reopen the form. A task can deliver to up to 20 conversations, and results are never broadcast to other conversations under the same channel.
After a display alias is set for a Weixin Message Channel, the selection list prefers that alias so sessions with an unclear default name or ID are easier to identify. See Message Channels for setup instructions.
Manage Automation Tasks¶
Search tasks by name or filter them by All, Enabled, Disabled, or Expired. With management permission, you can:
- Pause or resume a task.
- Edit its schedule, prompt, permission mode, Agent Intelligence, and delivery targets.
- Run it immediately to validate a new or updated configuration.
- Delete tasks that are no longer needed.
After creating or changing a task, use Run Now to verify its output, permission behavior, and delivery targets before relying on the next scheduled run.
Review Run History¶
Run history can be filtered by All, Running, Succeeded, or Failed. Each record provides:
- Run date and time.
- Status.
- Duration.
- Message channel delivery result.
- Associated task session.
Open the associated session to review the complete process and result. Automation run sessions are read-only. To change future behavior, edit the automation prompt or configuration.
Recommendations¶
- Use Automation for recurring, low-risk, and clearly defined work.
- Start with Default Permissions and Auto, then adjust them only after validation.
- Regularly review failed, expired, or delivery-error runs.
- If a task frequently needs manual context, improve the prompt or split the scope.
- Review related automation whenever the Agent's responsibilities, Skills, MCP servers, or data permissions change.