AEGIS DOCS

Create an automation

Automations turn repeatable requests into saved definitions that can run manually, on a schedule, or from a webhook.

Create A Manual Automation

  1. Open settings or the automation view.
  2. Create a new automation.
  3. Name it.
  4. Write the request it should run.
  5. Choose a workflow template when needed.
  6. Set approval policy.
  7. Save it.
  8. Preview it.
  9. Trigger it manually.
  10. Inspect the linked run.

Create A Scheduled Automation

  1. Create or open an automation.
  2. Choose schedule trigger.
  3. Set the interval or next run time.
  4. Confirm timezone and run window.
  5. Keep approval gates enabled for risky work.
  6. Save and preview.
  7. Watch the first scheduled run.

Create A Webhook Automation

  1. Create or open an automation.
  2. Choose webhook trigger.
  3. Set the webhook path.
  4. Configure a webhook secret.
  5. Save and preview.
  6. Send a test webhook.
  7. Confirm a run is queued only when the path and secret match.

Review Automation History

Check: