Set up and manage automations
Turn on an automation from the library
Section titled “Turn on an automation from the library”- Open Automations in your dashboard.
- Find the automation in the Automation library and click Set up. Chat opens with a setup message ready to send.
- Send it. Brea asks a few setup questions, like how often to run and where to message you.
When setup finishes, the automation appears under Your automations with its schedule and next run time.
If the card shows Connect first, the automation needs an integration you haven’t connected yet. Connect it on the Integrations page, then come back.
Create a custom automation
Section titled “Create a custom automation”Describe what you want in chat. For example: “Every weekday at 8am, send me a summary of my unread email.” It shows up under Your automations like any library automation.
Change an automation’s settings
Section titled “Change an automation’s settings”Click Reconfigure on its library card, or tell Brea in chat what to change.
Pause or resume an automation
Section titled “Pause or resume an automation”Under Your automations, click Pause on the card. It keeps its settings and stops running until you click Resume.
Delete an automation
Section titled “Delete an automation”Under Your automations, click Delete on the card and confirm. The automation stops and is removed. To bring it back, set it up again from the library or ask Brea in chat.