Templates and automations written by the assistant

Start from a ready-made template, or describe the automation in one sentence: the assistant builds the cards and asks what's missing.

Updated November 4, 2026

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Start from a template

Step 1 of 3
  1. Open Automations: the templates are under Start from a template, at the bottom of the My automations tab.
  2. Pick a template: its cards fill in, ready to adjust.
  3. Change what needs changing (the channel, the person, the time), then click Activate.

Today's templates: Invoices to pay, Welcoming a new hire, Task completed: tell the team, Monday check-in, Announced absences, Research every new task, Today's summary in the chat. Those that need the chat or members are offered in teams only.

Describe it to the assistant

Step 1 of 3
  1. At the top of Automations, write what you want, as you'd tell a colleague, then click Build with AI.
  2. If a detail is missing, the assistant asks with choices to click.
  3. It shows the cards and what each AI step costs. Click Activate, or Not now to keep it as a draft.

In the editor, Add then Describe it to the assistant changes a card in your own words. Each exchange with the assistant to write an automation costs one AI credit.

When the assistant suggests it

The assistant notices what you keep doing: the same priority, a task every Monday, the same owner for one kind of request. It tells you in its questions, with the Automate button.

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