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Builder mode

Apps and workflows

Install ready-made workflows and apps, set up app automations, and remove what you no longer need.

Builder mode

Workflows are 22 ready-made jobs, such as a morning news digest or a weekly meal plan, grouped by what they're for. Some add a skill to your agent with one click, others are built in, and you set each one up by chatting. Apps are bigger add-ons from the MyHermes app catalog: each one installs onto your agent with its own pages and settings, and some can run automations on a schedule.

In builder mode, both are in the sidebar as "Workflows" and "Apps". In simple mode, Workflows and Apps still open from their links.

Workflows

The Workflows page is described as "Ready-made workflows, grouped by what you care about. Pick one and start." Its 22 workflows sit under seven headings: "Everyday life", "Work & business", "Learning & study", "Health & fitness", "Money & markets", "Creators & social" and "Builders".

There are two kinds:

  • Thirteen add a skill. Each installs one skill that needs no API key, the same way the Skills marketplace does.
  • Nine are built in. Their card says "Built in" after the schedule, and there's nothing to install.
WorkflowGroupCard showsBuilt in or addsButton
Morning news digestEveryday life"Daily · 8:00"Free DuckDuckGo web search"Set it up →"
Follow any site or blogEveryday life"Daily · 18:00"A feed reader"Set it up →"
Price-drop watchEveryday life"Daily · 19:00 · Built in"Built in"Set it up →"
Weekly reviewEveryday life"Fridays · 16:00 · Built in"Built in"Set it up →"
Meeting notes to action itemsWork & business"On demand · Built in"Built in"Try it →"
Decision brief (1-3-1)Work & business"On demand"The 1-3-1 brief format"Try it →"
Competitor watchWork & business"Weekdays · 18:00 · Built in"Built in"Set it up →"
Daily flashcard reviewLearning & study"Daily · 19:00"The Memento spaced-repetition flashcard system"Set it up →"
Research paper digestLearning & study"Mondays · 9:00 · Built in"Built in"Set it up →"
Daily learning dripLearning & study"Daily · 8:00 · Built in"Built in"Set it up →"
Fitness & nutrition coachHealth & fitness"On demand"Workout plans, food macros and fitness calculators from free data sources"Try it →"
Habit check-inHealth & fitness"Daily · 20:30 · Built in"Built in"Set it up →"
Weekly meal planHealth & fitness"Sundays · 10:00 · Built in"Built in"Set it up →"
Market briefMoney & markets"Weekdays · 9:30"Free Yahoo Finance quotes, history, search and crypto data"Set it up →"
Prediction market oddsMoney & markets"On demand"A reader for Polymarket's public data"Try it →"
Bills & renewals reminderMoney & markets"Monthly · 1st, 10:00 · Built in"Built in"Set it up →"
Content ideasCreators & social"On demand"A library of idea methods used by writers and designers"Try it →"
What Reddit is sayingCreators & social"Mondays · 9:00"A reader for public Reddit"Set it up →"
Content calendarCreators & social"On demand"A planning method for campaigns across several platforms"Try it →"
Website and domain checkBuilders"On demand"Lookups of public domain records"Try it →"
Repo and release watcherBuilders"Daily · 9:00"Watcher scripts that remember what they've already seen"Set it up →"
Grill my planBuilders"On demand"A question-by-question plan review"Try it →"

The time on a card is a suggestion. Installing a workflow doesn't create a scheduled task, and neither does opening a built-in one. Your agent sets up the schedule itself when you tell it, in the chat, what you want and when.

There's no limit on how many workflows you can install.

Installing a workflow

  1. Open Workflows. Each card shows the workflow's name, its schedule line, a one-line summary and a button. Click anywhere else on a card to open the workflow's own page.
  2. For a workflow that adds a skill, the button reads "Checking…" for a moment while the page looks at which skills your agent has. Then it reads "Install".
  3. Press "Install". It reads "Installing…". If your agent is asleep, it's woken first, and installing can take up to 2 minutes.
  4. When the skill is confirmed on your agent, the button changes to "Set it up →" for a workflow with a schedule, or "Try it →" for an on-demand one.
  • Built-in workflows skip all of this. Their button reads "Set it up →" or "Try it →" straight away.
  • Installing doesn't restart your agent.
  • Already have the skill? If you installed the same skill earlier from SettingsSkills, the workflow shows as installed straight away.
  • If it fails, the error appears above the button, which then reads "Retry install". Press it to try again.

Starting it in the chat

"Set it up →" and "Try it →" open a new chat with a starter message already typed in the message box. It isn't sent. Change it to suit you, then press Enter.

The starter message is the first "Try saying" example on the workflow's page (listed for each one under What each workflow does), except for Follow any site or blog, Price-drop watch and Daily flashcard review, whose starters are given with them.

Swap in your own topics, tickers, sites and times before you send, and replace anything in square brackets.

Where the results go is the same as for any scheduled task: to your Telegram chat if you've connected Telegram, and otherwise to no chat, though you can still read each run. A scheduled workflow's own page says this too: results go to your Telegram chat if it's connected, otherwise under ScheduledRecent runs. Scheduled tasks explains.

A workflow's own page

Each workflow has a page with "← All workflows" at the top, its name and schedule line, a longer description, a line saying where results go (for a workflow with a schedule), "How to use" (numbered steps), "Try saying" (example messages) and the button.

The "Try saying" examples are buttons. Each opens a new chat with that message typed in, not sent. For a workflow that adds a skill, they're locked until it's installed: the page says "Checking your agent…" while it looks, or "Install this workflow first, then these open a ready-to-edit chat." A built-in workflow's buttons work straight away.

Changing, pausing or removing a workflow

  • To change or pause one, ask Hermes in the chat, for example "pause my news digest", "add Formula 1 to my news digest" or "move my market brief to 9:00".
  • There's no remove button, on the Workflows pages or in SettingsSkills, and a built-in workflow has nothing to remove. To stop a scheduled workflow, ask Hermes in the chat to stop it. Price-drop watch's own steps, for example, say to send "stop the price watch".

What each workflow does

Here's what each workflow's own page says it does, how to use it and what to try saying, group by group. The first "Try saying" example is also the starter message, unless a different starter is shown. Replace anything in square brackets with your own details before you send.

Everyday life

Morning news digest ("Daily · 8:00", adds a skill)

Each morning, Hermes searches the web for news on the topics you follow and puts together a short, skimmable digest, using free DuckDuckGo search.

How to use:

  1. Install the workflow. It gives your agent free DuckDuckGo web search, with no API key needed.
  2. Tell your agent which topics you follow and when to deliver. It sets up its own daily schedule from your message.
  3. Adjust any time by chatting: add or drop topics, move the time, or say "pause my news digest."

Try saying:

  • A request to set up the digest for AI startups, the chip industry and Indian fintech, every day at 8:00.
  • "Search the latest news on the EU AI Act and summarize the five biggest stories."

Follow any site or blog ("Daily · 18:00", adds a skill)

Give Hermes the blogs, newsletters, YouTube channels or subreddits you keep checking by hand. It finds their feeds, reads them every evening and sends you only what's new, with a link for each.

How to use:

  1. Install the workflow. It gives your agent a feed reader, with no account or key needed.
  2. Send it the sites you follow and a time. Plain page links are fine: it finds the feed behind each one.
  3. It checks them every day and skips anything it already sent you. Add or drop a site by chatting.

Try saying:

  • "Follow these for me and send new posts every evening at 6pm: [site 1], [site 2], [YouTube channel link]."
  • "What's new on [blog link] this week? One line per post, with the link."

Starter message: "Every evening at 6pm, check these sites and send me only the new posts, one line each with the link: [site 1], [site 2]. Turn on continuity so you remember what you sent me last time."

Price-drop watch ("Daily · 19:00 · Built in")

Paste a product link and the price you'd pay. Hermes checks it once a day and stays silent until it drops below your number or comes back in stock.

How to use:

  1. Nothing to install.
  2. "Send it the product link and your target price. It reads the page once while you watch and tells you if it can't (some big shops block it) before scheduling anything."
  3. It messages you only when the price crosses your line. Say "stop the price watch" to end it.

Try saying:

  • "Watch [product link] and tell me when it drops below [price]. Check once a day at 7pm."
  • "Is [product link] cheaper anywhere else right now?"

Starter message: "Every day at 7pm, check the price of [product link] and tell me only when it drops below [price]. If it hasn't, don't send anything."

Weekly review ("Fridays · 16:00 · Built in")

Every Friday, Hermes looks back at what you worked on together, lists what's still open and helps you pick a few things that matter for next week, sized to the time you actually have.

How to use:

  1. Nothing to install.
  2. Tell it when you want the review. It works from your chats with it, so the more you use Hermes during the week, the better the recap.
  3. Reply to the recap to move, drop or add items for next week.

Try saying:

  • "Every Friday at 4pm, send me a recap of what we did this week and what's still open, then help me pick three things for next week."
  • "I have about 10 free hours next week. Help me plan them around [project]."

Work and business

Meeting notes to action items ("On demand · Built in")

Paste your meeting notes or a transcript. Hermes pulls out what was decided, who owns what, the deadlines and the open questions, ready to paste into a follow-up.

How to use:

  1. Nothing to install.
  2. Paste the notes or transcript and say who was there. Ask for a follow-up email if you want one.

Try saying:

  • "Pull the decisions, owners, deadlines and open questions out of these notes: [paste notes]"
  • "Write a short follow-up email from these meeting notes: [paste notes]"

Decision brief (1-3-1) ("On demand", adds a skill)

Describe a decision you're stuck on. Hermes writes a 1-3-1 brief: the problem in one line, three real options with pros and cons, and the one it would pick and why. It's good for sending to a boss, a client or yourself.

How to use:

  1. Install the workflow. Your agent learns the 1-3-1 brief format.
  2. Describe the decision and what matters most (cost, time, risk). It asks if something's missing.

Try saying:

  • "Write a 1-3-1 brief: should we [option A] or [option B]? What matters most is [cost, speed, risk]."
  • "I'm choosing between these three job offers: [details]. Give me a 1-3-1."

Competitor watch ("Weekdays · 18:00 · Built in")

List your competitors and what counts as news to you. Hermes checks the web on schedule and sends only real changes (a launch, a price change, a funding round), skipping anything it already told you.

How to use:

  1. Nothing to install.
  2. Name the companies and what you care about (pricing, launches, hiring, funding).
  3. It remembers what it sent, so each update holds only what's new.

Try saying:

  • "Every weekday at 6pm, check for news about [competitor 1] and [competitor 2]: launches, price changes, funding. Turn on continuity so you remember what you sent me last time and only tell me what's new."
  • "What have [competitor]'s last three launches been?"

Learning and study

Daily flashcard review ("Daily · 19:00", adds a skill)

Turn facts or notes into flashcards, then let Hermes quiz you each evening. It grades your free-text answers itself and brings cards back right before you'd forget them.

How to use:

  1. Install the workflow. Your agent gains the Memento spaced-repetition flashcard system.
  2. "Feed it material: paste notes or facts, or name a topic to turn into cards."
  3. Ask for a daily review. It schedules the evening quiz, grades your free-text answers and brings cards back right before you'd forget them.

Try saying:

  • "Make flashcards from these notes: the Krebs cycle steps I pasted above."
  • "Make 20 flashcards on [topic] for a beginner."
  • "Quiz me on my due flashcards every evening at 19:00."

Starter message: "Quiz me on my due flashcards every evening at 19:00." (the third example).

Research paper digest ("Mondays · 9:00 · Built in")

Pick a research topic, and Hermes searches arXiv each week for new papers, then sends a short digest: what each paper found and why it might matter, with links to read more.

How to use:

  1. Nothing to install.
  2. Tell it your topic and how technical you want the summaries.
  3. It sends the digest every Monday. Ask it to go deeper on any paper.

Try saying:

  • "Every Monday at 9am, find new arXiv papers on [topic] from the past week and explain the top five in plain words."
  • "Explain this paper like I'm new to the field: [arXiv link]"

Daily learning drip ("Daily · 8:00 · Built in")

Choose a subject, and Hermes sends one bite-sized lesson every morning, building on the day before, with a quick question at the end to check it stuck.

How to use:

  1. Nothing to install.
  2. Tell it the subject, your level and a time. It plans a path and starts from where you are.
  3. Answer the daily question to keep going, or ask it to slow down or skip ahead.

Try saying:

  • "Teach me [subject] with one short lesson every morning at 8am. I'm a beginner. End each lesson with one question."
  • "Quiz me on everything you've taught me this week."

Health and fitness

Fitness & nutrition coach ("On demand", adds a skill)

Ask for a workout plan from 690+ exercises, look up macros for 380,000+ foods, or work out your BMI, TDEE and one-rep max. It uses free data sources and needs no account.

How to use:

  1. Install the workflow: exercise search (wger), USDA food macros and fitness calculators, all from free data sources.
  2. Just ask for workout plans, macro lookups or BMI and TDEE. It works on demand, with no scheduling needed.

Try saying:

  • "Build me a three-day push/pull/legs plan with dumbbells only."
  • "Macros for 150 g paneer and two rotis?"
  • A question giving your weight (78 kg), height (178 cm) and activity level (moderately active), asking for your TDEE for a slow cut.

Habit check-in ("Daily · 20:30 · Built in")

Pick a habit (a walk, water, reading, no phone after 10). Every evening Hermes asks if you did it, keeps count of your streak and sends a short weekly tally.

How to use:

  1. Nothing to install.
  2. Tell it the habit and a time. Keep it to one habit at first.
  3. Reply yes or no each evening. Ask "how's my streak?" any time.

Try saying:

  • "Every day at 8:30pm, ask me whether I did [habit] today. Keep it short and friendly, and track my streak."
  • "How many days did I keep my habit this month?"

Weekly meal plan ("Sundays · 10:00 · Built in")

Tell Hermes how you eat, who you're cooking for and your budget. Each Sunday it plans the week's meals and sends one shopping list grouped by aisle.

How to use:

  1. Nothing to install.
  2. Share your diet, allergies, how many people you cook for and how much time you have on weeknights.
  3. Reply to swap a meal or ask for a cheaper week.

Try saying:

  • "Every Sunday at 10am, plan my meals for the week and send a shopping list. I'm vegetarian, cooking for two, 30 minutes max on weeknights."
  • "Plan five high-protein lunches I can cook on Sunday and eat all week."

Money and markets

Market brief ("Weekdays · 9:30", adds a skill)

On weekday mornings, Hermes pulls quotes and history for the stocks and crypto you track and writes a short market brief, using free Yahoo Finance data.

How to use:

  1. Install the workflow. Your agent gets free Yahoo Finance quotes, history, search and crypto data.
  2. Tell it your watchlist and when you want the brief. It schedules the weekday rundown itself.
  3. "Refine by chatting: add or drop tickers, change the time, or ask for one-off deep dives."

Try saying:

  • A request to set up the brief for NVDA, TSLA, RELIANCE.NS and Bitcoin, weekdays at 9:30.
  • "Compare NVDA and AMD over the last six months and tell me which looks stronger."

Prediction market odds ("On demand", adds a skill)

Ask about an upcoming event, and Hermes reads Polymarket's public markets for it: the current odds, how they've moved and how much money is behind them. It only reads; it never places a bet.

How to use:

  1. Install the workflow. It reads Polymarket's public data, with no account or wallet needed.
  2. Ask about any event in plain words. It finds the matching markets and explains the odds.
  3. Ask it to check again later, or schedule a weekly look at the events you follow.

Try saying:

  • "What does Polymarket say about [event], and how have the odds moved this month?"
  • "Show me the five most-traded prediction markets right now and what each one says."

Bills & renewals reminder ("Monthly · 1st, 10:00 · Built in")

Tell Hermes your regular bills and subscriptions once. On the first of each month it lists what's due, flags anything that renews soon and asks if you still use it.

How to use:

  1. Nothing to install.
  2. List your bills and subscriptions with their rough dates and amounts. Hermes keeps the list.
  3. On the 1st it sends the month's list. Reply with changes, like "I cancelled Netflix".

Try saying:

  • "On the 1st of every month at 10am, list my bills and subscriptions due that month and ask which ones I still use. Here they are: [list them]."
  • "Which of my subscriptions renew in the next 30 days?"

Creators and social

Content ideas ("On demand", adds a skill)

Tell Hermes what you make and who it's for. It uses named creative methods to push past the obvious first ideas and gives you a few specific ones worth making, with the angle for each.

How to use:

  1. Install the workflow. Your agent gets a library of idea methods used by writers and designers.
  2. Describe your niche, your audience and the format (reels, posts, a newsletter). Ask for ideas, variations or help picking one.
  3. When you pick an idea, ask it to write the hook or an outline.

Try saying:

  • "Give me five reel ideas for [my niche] that nobody else is making. For each, tell me the hook."
  • "I have these three post ideas: [ideas]. Help me pick the strongest one and tell me why."

What Reddit is saying ("Mondays · 9:00", adds a skill)

Name the subreddits where your audience hangs out. Every Monday Hermes reads the week's top threads and tells you what people ask, complain about and recommend, with links, so you know what to make next.

How to use:

  1. Install the workflow. It reads public Reddit, with no account or login needed.
  2. Tell it the subreddits or topics to watch, and a day and time.
  3. It reads slowly on purpose (Reddit limits free access), so keep it to a few subreddits.

Try saying:

  • "Every Monday at 9am, read this week's top threads in r/[subreddit] and r/[subreddit] and tell me the five questions people ask most, with links."
  • "What is r/[subreddit] saying about [product or topic] lately?"

Content calendar ("On demand", adds a skill)

Give Hermes your goal, your platforms and the dates that matter. It plans a balanced month of posts (what to post, where and when) and drafts them for you to approve. You post them yourself.

How to use:

  1. Install the workflow. Your agent gets a planning method for campaigns across several platforms.
  2. Tell it your goal, your platforms, how often you can post and any dates that matter (a launch, a sale, an event).
  3. Review the plan, ask for changes, then ask it to draft the posts.

Try saying:

  • "Plan my content for next month: Instagram and LinkedIn, three posts a week, and the goal is [goal]. Key date: [date and event]."
  • "Turn this into a week of posts for Instagram and LinkedIn: [paste your text]"

Builders

Website and domain check ("On demand", adds a skill)

Give Hermes any domain, and it looks up the public records: DNS, WHOIS, the SSL certificate and its expiry, known subdomains, and whether a name you want is taken. It uses public records only and does no scanning.

How to use:

  1. Install the workflow. It uses public records only, with no keys and no scanning.
  2. Send a domain and ask a question. Schedule a monthly check if you want a warning before a certificate or domain expires.

Try saying:

  • "When does the SSL certificate for [yourdomain.com] expire, and when does the domain itself renew?"
  • "Is [name].com taken? If it is, check .io and .app too."

Repo and release watcher ("Daily · 9:00", adds a skill)

Pick public GitHub repos (or any RSS feed or JSON endpoint), and Hermes checks them each morning, then sends only the new releases, issues or pull requests since last time.

How to use:

  1. Install the workflow. Your agent gets watcher scripts that remember what they've already seen.
  2. Tell it the repos and what to watch: releases, issues, pull requests or commits.
  3. Public repos work with no token. GitHub allows 60 anonymous checks an hour, plenty for a few repos.

Try saying:

  • "Every morning at 9am, tell me about new releases of [owner/repo] and [owner/repo]. If there's nothing new, don't message me."
  • "Watch new issues labelled bug on [owner/repo] and send them to me each morning."

Grill my plan ("On demand", adds a skill)

Paste a plan, a spec or a big decision. Hermes interviews you like a sceptical reviewer, one round of questions at a time, until the weak spots are out in the open.

How to use:

  1. Install the workflow. Your agent learns a structured, question-by-question plan review.
  2. Paste the plan and say what you're about to commit to. Answer each round; it only moves on when the basics are settled.

Try saying:

  • "Grill me on this plan before I start building: [paste plan]"
  • "I'm about to quit my job to work on [idea]. Grill me."

Apps

The Apps page is described as "Extend your Hermes agent with specialized capabilities." It lists the apps published to the MyHermes app catalog, plus any app you've already installed. Which apps are listed depends on the catalog, so it changes as apps are published.

Who can install apps

  • Anyone signed in can look. Browsing the Apps page never wakes your agent.
  • Installing needs an agent of your own. Until you have one, a card's button takes you to the plans page instead of installing. If you've just subscribed, wait until your agent is set up, then reload the page.
  • Mini can have up to 10 apps installed at once. Pro has no limit.

The Apps page

Open Apps. There are two tabs, "All" and "Installed", each with a count. When you have at least one app installed, "Installed" comes first and opens by default. With none, it says "No apps installed".

Each card shows the app's icon, name, version (for example "v1.2.0"), a tag if it's a pre-release such as a beta, a one-line summary and one button. Only an installed app opens: click anywhere on its card.

An app that can't be installed yet shows "Coming soon" or "Release pending" under its name, in place of the version, and has no button. "Coming soon" means the app is announced; "Release pending" means it's published but has no release to download yet.

The button readsIt means
"Start free trial"Step 1 of installing (see below)
"Install"Step 2 of installing
A progress timer, such as "Installing… 0:42"An install, update or removal is running
"Update v1.0.0 → v1.1.0"A newer version is out
"Open →"Installed and up to date
"App limit reached (10 on Mini)"Your Mini agent already has 10 apps

Installing an app

Installing takes two clicks.

  1. Press "Start free trial". This records a trial for the app on your agent. It doesn't install anything yet.
  2. The card now shows "Install". Press it.

The card shows progress with a timer: "Preparing…", then "Installing…", then "Finishing up…". Meanwhile MyHermes downloads the app, checks the download, and sets it up on your agent's own disk.

  • Your agent restarts during an install, so chat may pause briefly.
  • One at a time. Only one app install, update or removal can run on your agent at once. Otherwise you see "Another app operation is already running. Try again shortly."
  • If it fails, the app goes back to how it was before, and the card shows why, for example "We couldn't download the app. Please try again.", followed by the installer's own error output.
  • If it runs for more than 15 minutes, it's stopped, rolled back and marked "Setup took too long and timed out. Please try again."
  • A trial is recorded once. Pressing "Start free trial" again doesn't start a new one, and the trial stays on record if you uninstall, so a reinstall goes straight to "Install".

Updating an app

When a newer version is published, the card shows "Update" with the old and new version numbers ("Updating…" while it runs). For an app listed in the catalog, the same button is also on the app's Overview page. An update keeps the app's data folder.

You may also get a Telegram message saying a new version is available, with a link to the Apps page.

An installed app's pages

Opening an installed app wakes your agent. Its pages are listed in a side rail on a computer, or in a tab bar with a "←" back link on a phone or a narrow window, where some labels are shortened:

  • "Overview": the app's name, summary and version, an "Update" button when there's a newer version, "Uninstall" and the app's own introduction. An app without one shows "No overview content available."
  • The app's own sections, usually starting with "Usage Guide" ("Guide" on a narrow screen).
  • "Data", for apps that have it.
  • "Automations", for apps that come with automation templates (see App automations).
  • "Settings", always last.

When a key the app needs is missing, Overview shows "Setup required" with how many API keys still need setting, and a "Go to Settings →" button. The Settings item also carries a "setup" badge (a dot on a narrow screen).

An app's settings

An app's Settings page holds its keys and its options. The app decides the headings; without its own, keys go under "API Keys" and options under "Model Configuration". Apps whose automations use saved items, such as a list of sites, also get a "Resources" list here. An app with nothing to set says "This app has no configurable settings."

  • Keys show "Configured ✓" or "Not set". The value is never shown again, and the box is a password field. The button reads "Save", or "Update" once a key is set.
  • Options show "Configured ✓", "Default" or "Not set". "Save" turns on once you change something.
  • Messages include "Paste a value first.", "Saved.", "Enter a value before saving.", "This setting can't be empty.", "That isn't one of the allowed options for this setting." and "That value doesn't match the required format for this field." If the page can't confirm a save, it asks you to reload to check, then retry.

A saved key or option reaches your agent only after a restart. After you save, a banner at the top of the dashboard offers "Apply changes": press it to restart your agent with the new values. Your value is already saved; only the restart is waiting. Saving the same value again does nothing.

Removing an app

  1. Open the app's "Overview" and press "Uninstall" (the button carries the app's name).
  2. The note reads that the app's data is kept and will be restored if you reinstall. Press "Confirm uninstall", or "Cancel".
  3. Progress shows "Removing…" with a timer. When it's done, you're back on the Apps page.

Your agent is restarted at the end.

If an uninstall fails, you see "Something went wrong. Please try again.", "Uninstall failed", or the reason.

App automations

Some apps come with automation templates: jobs the app can do on a schedule, which you set up from the app's "Automations" page. The automations are kept on your agent.

  • Opening the app wakes your agent, so the list can take a moment. It shows "Loading automations...", and while your agent can't be reached yet, "Connecting to" and the app's name with a "↻ Retry" button.
  • With none yet, it says "No automations", with a line inviting you to pick a template to automate the app's tasks on a schedule, and a "+ New" button.

Creating an automation

Press "+ New". A four-step dialog walks you through "Template", "Fields", "Trigger" and "Review".

  1. Template. "Choose what to automate": pick a template. Any marked "coming soon" can't be picked yet.
  2. Fields. Fill in the details. Required fields end in "*"; optional ones say "(optional)". Use "← Back" and "Next →" to move between steps.
  3. Trigger. Under "Set trigger", pick "Every Hour", "Every Day", "Every Week", "Every Month" or "Custom", then the "Day", "Date" (1 to 28), "Time" or, for Custom, a "Cron expression". For a new automation, "Timezone" starts on your browser's zone, marked "(detected)"; when you edit one, it shows the zone you saved it with. A preview shows the schedule in words, how many runs a day it makes and the next five run times.
  4. Review. Check the "Name" (one is made up for you if you leave it empty), the summary and the "Prompt preview". "Notifications" offers "on failure" (picked to start with), "on success", "always" and "silent". Press "Create automation".

Editing an automation opens the same dialog without the Template step, and ends with "Save changes".

After you create or change an automation, check that the list shows it the way you set it. To see how its runs went, use "Run History" or the Scheduled page, described below.

Running, pausing and deleting

Pick an automation to see its details: "Status", "Schedule", "Next run" (no time while it's paused), "Last run", its "Parameters" and its "Notify" choice.

  • "Run now" runs the automation's request straight away, through your agent's chat rather than through the schedule.
  • "Edit" reopens the dialog.
  • The "..." menu has "Pause" (or "Resume") and "Delete". Delete asks you to confirm with "Yes, delete", or "Cancel".

Pausing pauses its scheduled task, which then shows as paused on the Scheduled page, and "Resume" starts it again. Deleting removes the scheduled task. After using any of these, check the automation's status to confirm the change.

Run History

"Run History" lists the automation's runs:

  • runs you started with "Run now";
  • runs started by another automation, marked "via" and that automation's name;
  • one "Ran on schedule" entry for the latest scheduled run, with its status but no output. Earlier scheduled runs are on the Scheduled page, not here.

While a run is going, you can watch its log and stop it with "Cancel", then "Confirm cancel?". With no runs yet, it says "No runs yet". The "Last run" card shows the same latest run.

On the Scheduled page

A scheduled automation is also a scheduled task on your agent, so it appears on the Scheduled page like any other, titled by its request. Everything Scheduled tasks says about a row (its time in your time zone, "See latest result", the daily limit) applies to it.

If something goes wrong

  • A workflow won't install. Read the error above the button, then press "Retry install" in a moment.
  • A workflow's "Try saying" buttons stay locked after installing. Reload the page so it checks your agent's skills again.
  • The Apps page is blank. The app list didn't load. Reload the page in a moment.
  • A card sends you to the plans page although you've subscribed. Your agent may still be setting up. Wait until it's ready, then reload the page.
  • "Your instance isn't ready yet." Your agent isn't ready for installs yet. Try again once it's running.
  • "This app isn't available to install yet." or "This app's release isn't ready yet." The app can't be installed right now. Try again later.
  • "Apps are only available on this instance type." Your agent's type doesn't support apps. Ask us through "Get help" in the account menu (open it).
  • An app says "Setup required". Open its "Settings" and add the missing keys, then press "Apply changes" in the banner.
  • A setting you saved seems to be ignored. Press "Apply changes" in the banner at the top of the dashboard to restart your agent with it.
  • An automation runs at the wrong time. Make sure your agent runs in your time zone first (SettingsBackground tasks). Then find the automation's row on the Scheduled page, titled with its request: it shows when the automation really runs, while the dialog and its preview show only what you asked for. If the row is off, edit the automation, set its "Timezone" to your agent's time zone, change the time to any other time that isn't about to happen and save, then edit it again, set the time you want and save. Saving the same schedule and "Timezone" again changes nothing. If your agent can't change time zone yet, keep your own time zone in the dialog and do the same.
  • A new automation doesn't appear, or an edit didn't stick. If your agent isn't on UTC, a schedule with no exact match in your agent's time zone isn't saved. Set the dialog's "Timezone" to your agent's time zone and save again.

Common questions

Do workflows need API keys?

Not to install them. Each of the 13 workflows that add a skill installs one that needs no API key, and the 9 built-in ones install nothing.

Is there a limit on apps or workflows?

Mini can have up to 10 apps installed at once, and Pro has no limit. Workflows have no limit.

Is my app data backed up?

No. Backups don't include app data. An uninstall keeps an app's data folder on your agent's disk, but that folder isn't in any backup, and restoring a backup deletes it along with the app's files. See Backups.

Will I get a message after each automation run?

Don't count on one. The "Notifications" choice is saved with each automation, but to see how a run went, open its "Run History", or its row on the Scheduled page.

What's next

  • Scheduled tasks: where scheduled workflows and automations show up, and their limits.
  • Skills: the skills behind the workflows, and how to add more.
  • Builder mode: everything else builder mode adds.