---
app: agent
audience:
  - owner
since: 0.1.0
ui_only: false
agent_actions:
  - tool: app_automation_list
    permission: auto
    example: which automations does Wulan run?
  - tool: app_automation_set
    permission: confirm
    example: switch on overdue-invoice reminders for Finance
  - tool: app_automation_run
    permission: auto
    example: run the morning briefing now
agent_examples:
  - what runs every morning?
  - turn off the social post calendar
llm_weight: promote
title: How automations work
description: Scheduled and event-driven jobs per room — switching them on,
  running one now, and what they produce.
editUrl: true
head: []
template: doc
sidebar:
  order: 1
  hidden: false
  attrs: {}
pagefind: true
draft: false
---

import { Steps, Aside } from "@astrojs/starlight/components";
import { AgentAsk, Shot } from "@components";

**Who this is for:** an owner who wants to know what the office does on its own, and how to change it.

## Kinds of automations

The catalog has about forty automations, grouped by department. Each is one of:

- **Scheduled** — runs on a fixed schedule in the room's time zone (every morning, weekdays at 09:00, the 25th of the month). One agent per office owns each scheduled job.
- **Incoming email / Incoming WhatsApp** — reacts to what arrives in the agent's channel (a prospect's email becomes a draft Lead; a receipt photo becomes a draft expense).
- **On request** — you or an agent trigger it (a poster, a design brief).

Switching an automation on also gives the agent the ERP tools that job needs, and nothing more.

## What they produce

Drafts in Bakulai (listed in the [Review tab](/agent/review/review-tab/)), reports and reminders delivered to you (the agent's channel or your desk), and social proposals in the Marketing queue. Never a submitted document, never a sent post.

## Steps

<Steps>

1. Click an agent, press **Settings** in the panel header → the **Automations** tab. Automations are grouped by department; the ones outside the agent's room are shown but marked. <Shot src="agent/automations/list.png" alt="The Automations tab of an agent" />

2. Flip a switch to enable or disable. A scheduled job owned by another agent cannot be switched on twice.

3. Press **Run now** on a scheduled job to run it immediately (the report arrives the same way as a scheduled run).

4. The **Activity** tab of the panel shows, per room, each automation's last and next run — and a **Ran late** badge when a run happened after the computer came back on.

</Steps>

## Which are on by default

A new agent gets its room's automations switched on, except:

- social-media jobs — they need a linked account and, in browser mode, your approval;
- on-request jobs;
- **Monthly payroll drafts** — you switch it on yourself.

<Aside type="note">
  Schedules are fixed per automation (the catalog decides "weekdays at 09:00"); agents in the same room are staggered a few minutes apart so they do not all run at once. The room's time zone moves them.
</Aside>

## Ask your agent

<AgentAsk />

## Limits & safety

- Jobs run only while the app is open and the agent is awake — the app wakes a sleeping agent shortly before its job.
- Enabling a job through an agent asks for your confirmation; disabling does not.

## Troubleshooting

- **Nothing ran at the scheduled time** — the app was closed. It runs the job once on the next start if less than a day has passed (**Ran late**).
- **The report said "blocked (configuration)"** — the job's delivery channel (usually email) is not set up on that agent; link a mailbox or change the delivery route.
- **"Run now" is greyed** — the automation is off, or it is an event-driven one.

## Related

[Keeping the office running](/agent/automations/always-on/) · [Awake and asleep](/agent/office/awake-and-sleeping/) · [The Review tab](/agent/review/review-tab/)