When to use automation¶
Conversations suit immediate tasks where you review results and refine requirements. Automation suits clearly defined work that repeats or is triggered externally.
Need |
Use |
|---|---|
Analyze an uploaded file now |
New conversation |
Summarize changes in specified material daily |
Scheduled automation |
Invoke an agent when a business system has prepared input |
API-triggered automation |
Process an incoming external event |
Event-callback automation |
Validate once before automating¶
Run the same task with the target agent in a conversation. Verify that it can access the information, call tools, and produce a checkable result. Do not depend on temporary files you will only upload at execution time. Specify sources that will be accessible when the rule runs.
Automation defines when to trigger and what to execute. It does not supply missing credentials, information permissions, or business goals.
Next: Create an automation.