Finance
The Monday summary
Every week someone gathers the closing's open items, checks them against the procedure and sends a summary to the manager. When that person is out, the summary does not go out.
Every Monday, 7am
Platform · Automations
An automation is an agent, a team or a workflow performing a task you wrote — at the time you set, when you press the button or when another system says so. Every run has a history, becomes a conversation you can open, notifies whoever shares it and, if the task needs to act on a system, stops and asks for approval.
See how it worksSCHEDULE · BUTTON · EVENT
three ways to trigger; none of them skips an owner and a history
NEXT 5 RUNS
the preview shows when it will run before you save
STOPS AND ASKS FOR APPROVAL
a sensitive action in an unattended run becomes a pending item, not an action
NOTICE TO WHOEVER SHARES
finished, failed or awaiting approval: the owner and collaborators are told
Where this shows up in your day
Routines that exist in every company and that today start with a person opening the same documents, on the same day, to produce the same summary — when they remember.
Finance
Every week someone gathers the closing's open items, checks them against the procedure and sends a summary to the manager. When that person is out, the summary does not go out.
Every Monday, 7am
Customer service
The ticketing system gets a request at 10pm. Triage based on the approved documentation only happens the next morning, when someone opens the queue.
Triggers when the ticket comes in
Quality
Comparing the published procedure with the week's records is repetitive work, so it gets left for later. Later becomes never.
Runs on its own, tells the owner
How it works
Five steps. The task text is the same you would type in chat; the rest is choosing who performs it, when, and who follows along.
01
Write the request as you would in chat — or answer three questions and Skyller drafts the task, suggests the frequency and picks the most suitable agent for you to review.
02
An existing agent, team or workflow. The automation uses that target's knowledge, tools and AI level.
03
Every day, every week, every N hours or minutes, with a time zone and a preview of the next five runs. Or on demand: through the “Run now” button and, if you wish, from an external system.
04
Continue in the same conversation on every run or open a new one; time limit and retries on failure; people or groups who get the notice.
05
Each run shows status, start, duration, attempt, who triggered it and the “View generated conversation” link. Failed or asked for approval: it stays visible, with the reason.
Live proof
This is the difference between automation and autonomy: the routine runs without anyone asking, but the action that touches a system waits for a person.
Starting point
A “Weekly collections” automation, every Monday at 7am, performed by the finance agent, which checks the connected order system and has “record payment” marked as an action with approval.
What happens
Result
The routine went out on time, the sensitive action waited for a person, and everything — who created it, when it ran, who approved — was recorded in the same place.
What this scene does not promise
To evaluate calmly
Select a topic to see its capabilities, conditions, and limits.
Real application
The gain is not replacing the queue: it is the first reading going out the minute the ticket arrives, based on what the company already documented, with the person deciding whatever falls outside the pattern.
Creates the on-demand automation “Ticket triage” with the support agent, whose fixed base is the published documentation.
Creates the API key in Settings › Integrations and configures the ticketing system to call the automation's address on every new ticket, sending title and description.
On every ticket, performs the task with the title and description as fields: classifies, points to the applicable procedure with its source and drafts the first reply.
Gets the notice, opens the generated conversation, adjusts the reply and sends it. Whatever falls outside the pattern, she handles directly.
Follows the history: how many runs, how many failed, how long each took — and adjusts the task when the pattern changes.
Comes ready
The company decides
Questions from whoever decides
Next step
Write the task as you would ask in chat, set the time and see the preview of the next runs. On Monday, the summary lands in the bell with the conversation open. Or schedule a demo and build the first automation with our team.