Workflow Automations

Workflow Automations are recurring commands your assistant runs automatically at set times, with no effort from you.

How does it work?

1. Create a workflow with a name, instruction and frequency
2. The assistant runs the task automatically at the set time
3. You receive the result (in the dashboard, and via Telegram if you use the add-on)

Creating a workflow

1. Go to Dashboard -> Tasks
2. Click + New workflow
3. Fill in:
   • Name: a short description (for example "Daily news summary")
   • Instruction: what exactly should the assistant do?
   • Frequency: how often should the task run?
4. Save, the workflow is active right away

Tip: write the instruction as if you are addressing the assistant directly. The more specific, the better the result.

Available frequencies

Examples

• Daily: "Give me a summary of today's news"
• Weekdays: "Send me a motivational quote for the day"
• Weekly: "Make a weekly plan based on my calendar"
• Monthly: "Remind me to check my invoices and send an overview of my fixed costs"

Slots per plan

Extra slots: available to buy via Account -> Subscription (slot add-on packs).

Managing workflows

Enable / disable

Use the toggle next to a workflow to pause it temporarily. It is not deleted, just skipped at the next run time.

Run history

Click the clock icon next to a workflow to see the last 10 runs: status (success / error), credits used and a result summary.

Edit

Click the pencil icon to change the name, instruction or frequency.

Delete

Click the trash icon. The workflow is permanently removed.

Google Calendar integration

If you connected Google Calendar (via Connectors), a GCal button appears next to each workflow. Click it to add the workflow as a recurring calendar event, so you also see the tasks in your calendar.

Credits

Each automatic run uses credits based on the complexity of the task and the model used. See the credit cost per run in the run history.

Tabs: Workflows and Templates

The page has two tabs at the top:

• Workflows, your active scheduled workflows with a calendar + list + slot packs
• Templates, ready-made examples to set up a workflow quickly

You can link directly to a tab via ?tab=workflows or ?tab=templates in the URL, handy to share with your team.

Workflow Templates

The Templates tab has ready-made examples for recurring workflows. Each template has a title, a short description and the skills it needs.

For you

At the top is a For you row: templates that best match your plan and active skills. Click Refresh for a new selection.

Category sections

Below that you see templates per category: Marketing, Sales, Content, Research, Communication, Reporting, Operations and Personal.

Search and filter

• The search bar filters by title, description and skill slug
• The category dropdown limits the view to one category

Using a template

Click a template card to open a form with the title and instruction pre-filled, plus frequency and time. In the instruction you see text in brackets like [my segment name], replace those with your own details. Anything you leave out, the assistant asks for on the first run.

Skills not yet active

If a template needs skills you have not activated, you see a warning badge on the card and a banner in the form with a direct link to the Skills marketplace. You can still create the workflow, but it fails on each run until the skills are activated.

No template found?

If your search returns nothing, two buttons appear: New workflow (build one from scratch) and Request a template (describe what you are missing; the request goes to dGENIX support).