Automations

Schedule your playbooks to run automatically - daily reports, weekly summaries, or triggered by external events.

Creating an automation

1. Open a playbook in ToolPlex Desktop
2. Click the Automate button at the bottom
3. Follow the 4-step wizard

Step 1: Task

• Name your automation (auto-filled from playbook name)
• Choose a model - defaults to ToolPlex managed models
• Add instructions (optional) - extra context for the AI

Step 2: Schedule

Choose when it runs:

Run once - Pick a specific date and time

Daily - Every day at a set time

Weekly - Select which days (e.g., weekdays at 9am)

Monthly - Pick a day of the month (1-28)

Custom - Every X minutes, hours, or days

Webhook - Triggered by external HTTP requests (see Webhooks)

All schedules support timezone selection.

Step 3: Oversight

Optional settings:

• Notifications - Get updates when the automation runs
• Approvals - Require human sign-off before the AI acts

Add team members as recipients for either.

Step 4: Review

Confirm your settings and click Create Automation.

Managing automations

Find all your automations in the Automations panel in the sidebar.

Each card shows:

• Schedule (human-readable)
• Status: Active, Paused, or Completed
• Run count
• Toggle to enable/disable

Click the ⋮ menu to edit, delete, or view run history.

Checking run history

Click on any automation to see its Run history - every execution with status, duration, and full logs.

If something failed, you can see exactly what happened.