A scheduled task that delivers a Monday morning brief from overnight activity.
Automation
Recurring work on rails
Tasks handle scheduled, unit-of-work output—briefings, checks, and summaries that run without you re-prompting every time. Workflows (beta) add a visual canvas when triggers, agents, tools, and approvals need to chain together.
How it works
Start with Tasks when you need reliable recurring output. Reach for Workflows (beta) when several steps, triggers, or approvals must connect.
- 1
For Tasks: describe the work and the output you want. For Workflows (beta): pick a trigger and lay out nodes on the canvas.
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Set a schedule for Tasks—or wire triggers, agents, and tools in a Workflow draft.
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Tasks run on cadence and surface results you can monitor. Workflows publish through draft → publish with run logs and retries.
What you can automate
A weekly pipeline digest compiled and posted on a fixed cadence.
A daily check for newly uploaded documents or policy changes.
A multi-step workflow (beta) that waits for approval before the next node runs.
Workflows · Beta
Beta
When steps need to chain together
Tasks excel at recurring output on a schedule. Workflows add a visual canvas for triggers, agents, tools, and approval gates—publish through draft → publish with run logs and retries.
Lay out nodes on a canvas when one trigger should fan out into several actions.
Wire agents and connected tools in sequence—or pause for human approval before the next step.
Monitor runs, inspect logs, and retry failed nodes without rebuilding from scratch.
Projects, automation, and knowledge
Three parts of Workspace—each with a clear role.
Projects
Where initiatives run: documents, activity, ownership, and outcomes in one execution context.
Explore ProjectsAutomation
This pageScheduled tasks that deliver briefings, checks, and summaries on a cadence you set—without re-prompting every run.
Knowledge base
Reusable reference material your assistant and agents can search across projects.
Explore Knowledge baseTasks cover the creation wizard, schedules, and monitoring runs. Workflows (beta) add the visual builder, nodes, approvals, and execution logs.
Read the Tasks docs