Finance
The Monday summary
Someone gathers the open items, checks the procedure and sends the summary to the manager. When that person is out, the summary does not go out.
Every Monday, 9 a.m.
Platform · Automations
An agent, a team or a flow runs the task on schedule, at the press of a button or when another system calls, and the result reaches whoever follows it.
See how it worksEvery day · 09:00 · America/Sao_Paulo
Demonstration · illustrative data
SCHEDULE · BUTTON · EVENT
three ways to trigger, always with 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 with nobody on screen becomes a pending item
NOTICE TO COLLABORATORS
completed, failed or awaiting approval: owner and collaborators are notified
Where this shows up in your day
Finance
Someone gathers the open items, checks the procedure and sends the summary to the manager. When that person is out, the summary does not go out.
Every Monday, 9 a.m.
Customer service
The request arrives at 10 p.m., and triage only happens in the morning, when someone opens the queue.
Triggers when the ticket comes in
Quality
Comparing the published procedure with the week's records gets left for later. And later becomes never.
Runs on its own, tells the owner
How it works
01
Write the request as you would in the chat, or answer three questions and Skyller drafts the task and suggests the frequency and the agent.
02
An existing agent, team or flow, with its knowledge, tools and AI level.
03
Every day, every week or every N hours or minutes, with a time zone and a preview of the next five runs. Or on demand: by the button and, depending on the plan, by another system.
04
The same conversation or a new one for each run, time limit, retries and who gets the notice.
05
Each run shows status, duration, who triggered it and the conversation it generated; failures and approval requests show up with the reason.
Live proof
Starting point
The “Team open-items summary” automation runs every Monday at 9 a.m. with the operations agent, which checks the published procedure.
What happens
Result
The summary went out on time without depending on anyone remembering, and whoever follows it knows when and how it ran.
Every day · 09:00 · America/Sao_Paulo
| Time | Status | Result |
|---|---|---|
| 09:00 | Preview | The run has not been simulated yet |
Demonstration · illustrative data
Good to know
To evaluate calmly
Select a topic to see its capabilities, conditions, and limits.
Real application
Creates the on-demand automation “Ticket triage” with the support agent, whose base is the published documentation.
Creates the API key, on plans with API access, and has the ticketing system call the automation for each new ticket.
For each ticket, it classifies, points to the applicable procedure with the source and drafts the first reply.
Gets the notice, adjusts the reply and sends it; what falls outside the pattern, she handles directly.
Follows in the history how many runs went through, how many failed and how long they took, and adjusts the task for the next ones.
Questions from whoever decides
Next step
Write the task as you would ask in the chat, set the time and see the preview of the next runs.