Describe it in chat
The most natural route. Tell your agent the job, including when it should happen:Start from a Template or a chat
- Templates on the Home screen are prewritten Agent Automations; picking one creates your own copy to edit
- A chat that turned into recurring work can be promoted, keeping its context and sandbox
Writing a brief that works
The brief combines with your agent’s own instructions on every run, and the brief wins any conflict. Aim it like a delegation note:- Name the outcome, not the steps. “Send me the three most important emails” beats a procedure
- Say where results go: a chat reply, a Slack message, a spreadsheet row
- State the limits: “only leads from the last 24 hours”, “never email anyone externally”