What an automation configures
The owner can delegate only permissions they have been granted. Use Read only when work should be limited to looking up or analyzing information.
Triggers
An automation can have several triggers. You enable, disable and review each one separately.
You can combine several scheduled and event triggers in the same automation. You can also run it manually even without active triggers.
Each trigger retains its last run, next run when applicable and run count. A condition in an event trigger prevents task creation when the change does not meet the configured criterion.
Questions and memory
If you allow clarification questions, a run can remain Action required until the owner responds. Consider this behavior for work that should continue without immediate supervision. If you enable memory, the automation can reuse context between runs. You can review and edit that memory. Disabling it deletes the content saved for the automation.Run visibility
Tasks created by an automation are shared. Users with access to tasks can view them. Ownership and administration permissions determine who can continue or manage a run.Good practices
- start with Read only and expand the mode only if work needs changes;
- delegate only necessary permissions;
- test the automation manually before enabling triggers;
- review initial runs and adjust instructions;
- disable triggers that generate unnecessary tasks.