> ## Documentation Index
> Fetch the complete documentation index at: https://help.notis.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Automate

> Automations turn Notis from 'AI on demand' into 'AI on autopilot' — saved instructions that run on a schedule, from a webhook, or when something happens in a connected app.

The *when*. An automation is a saved instruction with a trigger. Once it exists, Notis runs it without you having to ask.

## Three trigger types

**Schedule** — runs your instruction on a recurring cadence.

> *"Every Friday at 5pm, send me a summary of the tasks I completed this week."*

**Webhook** — generates a unique URL. Whatever calls the URL fires the automation. Great for Notion, Zapier, Make, or anything that can hit a URL.

> *"Create a webhook automation that drafts a follow-up email when I trigger it from my CRM."*

**Integration trigger** — runs when something happens in a connected app.

> *"30 minutes before any calendar event, send me a meeting prep brief."*

For the full reference and trigger options, see [Customize → Automations](/get-started/automate).

## Set one up

The fastest way is to ask Notis directly from any channel:

> *"30 minutes before any calendar event, send me a meeting prep brief covering attendee context, prior emails, and three questions to ask."*

Or build one from the portal:

1. Ask Notis for a link to your portal: *"Send me my portal link."*
2. Open **Automations** → **New Automation**
3. Add a name, prompt, channel, and trigger
4. Click **Create**

<Tip>
  Browse the [prompt library](https://mindtheflo.notion.site/notis-automations-gallery?v=2cd6f212c58c8183bc1b000cd1a25e7a\&source=copy_link) for ready-to-copy automation prompts — daily briefs, weekly summaries, social media schedulers, expense triage, and more.
</Tip>

## Reminders are one-shot automations

A reminder is just a scheduled automation that runs once. The fastest way to set one:

> *"Remind me on December 13th to send a follow-up to Matt about the workshop."*

Notis confirms the reminder, and on December 13th sends you a message in the channel where you originally asked.

For more on managing reminders (including recurring ones), see [Reminders](/tools/reminders).

## Manage automations from any channel

Once an automation exists, you can run, edit, pause, and delete it from any channel:

> *"List all my automations."*

> *"Edit my Meeting Prep automation to fire 15 minutes before instead of 30."*

> *"Run my competitor analysis automation on poke.com."*

> *"Disable my weekly summary automation."*

> *"What was the status of the last automations that ran?"*

## What's next

* [Customize → Automations](/get-started/automate) — the full reference, including webhook setup and Notion integration
* [Customize](/get-started/create-a-skill) — automations decide *when*; skills, memories, and preferences decide *how*
* [Turn any database into an AI agent](/notion/database-as-agent) — pair automations with Notion databases for advanced workflows