Create an automation
1
Open Automations
Select Automations in the team sidebar, then New automation.
2
Name the workflow
Use a name that makes its purpose recognizable in the automation list and session history.
3
Add triggers
Add at least one trigger. A schedule can recur from a cron expression or run once at a selected date and time in its timezone. An event trigger uses an event type available from the team’s integration configuration. One automation can contain multiple triggers.
4
Write the instructions
Describe the outcome Felan should produce when any trigger fires. These plain-language instructions become the agent task prompt.
5
Create the automation
Save it as active when at least one trigger is enabled. Triggered runs appear as sessions with automation origin information.
Manage automations
The list shows each automation’s state, trigger summary, trigger details, and instructions. From the list you can:- Pause or activate the automation (completed one-time triggers remain terminal)
- Edit its name, instructions, or triggers
- Delete the automation and all triggers it contains
Write effective instructions
Include the target, evidence to inspect, expected output, and important boundaries.Provider event triggers require the corresponding integration and event type to be available to the team. Configure external services under Integrations, then review whether their webhook setup is automatic or manual. Custom provider and event types can be configured through the REST API and delivered through the generic webhook endpoint.
