Automations: scheduled & data-event jobs

LESSONLesson 6 · ~20 min

🎯Goal. Run backend work automatically — on a schedule, or whenever your data changes.

▶ Try this prompt

Every morning at 8am, email me a count of new bookings made in the last 24 hours.

Automations live in Dashboard → Automations. Triggers: Scheduled, Data event, In-app agent, or Connector event (e.g. a new Gmail/Calendar item).

1Open Dashboard → Automations and create one. Pick a trigger: a schedule, a data change, an agent, or a connector event.
2Define the action (send an email, update records, call a connector). Each run has a 3-minute max runtime and a 5-minute minimum interval.
3Save and let it fire — e.g. the daily summary email above runs without anyone opening the app.

✓You'll see. A backend job that runs on its own — no user, no button press.

💳Cost. Each automation run costs 1 integration credit plus any nested actions. Automations require Builder+.

💡Takeaway. Automations are your app's background workers — the no-code version of a cron job or webhook handler.