Before you begin
Select the intended organization and project. You need permission to configure the automation and access to its target. Ensure the target action and recipient are appropriate: a schedule can repeatedly perform work, and a webhook sends event data outside the platform.Create a scheduled automation
For this example, use the summary agent from Create and configure an agent, with its three-bullet instruction and no tools or knowledge attached. The schedule repeats the same fixed-input test each day; it does not collect live project status.- Open Automation → Schedules and choose New scheduled automation. Enter
Daily summary testas Name, choose Agent, and select the summary agent. EnterSummarize this: The team shipped the search page Monday. On Tuesday, users reported slow results. The team plans to add caching on Friday.as the prompt. - Under Execution mode, choose Schedule and a daily schedule. Set Hour to
9, Minute to0, Second to0, and Timezone toAsia/Tokyo. Leave Start after empty and turn off Catch up missed runs so missed runs are not requested for catch-up. Review the enabled setting and choose Create. - Open the schedule and check Next run: it should be the next future 09:00 in Tokyo, subject to the displayed schedule and service state. After that time, inspect Last run and open the resulting agent task. Check for three bullets covering Monday’s release, Tuesday’s slow results, and Friday’s planned caching. A scheduled time or created record does not prove the task succeeded.
Create a webhook subscription
- Open Automation → Webhooks → Subscriptions and choose New subscription.
- Enter the Target URL and select the Event types to send. Configure authentication, signing, retry, and enabled settings as appropriate for the receiving service.
- Choose Create, then inspect the subscription and its delivery information as events occur. Confirm receipt at the destination.