Use a starter
Open Automations and choose a starter from the sidebar:- Select the starter.
- Connect the service or choose the local folder it needs.
- Review the trigger, source content, and result preview.
- Click Save & enable.
Check whether it ran
The automation detail shows whether it is enabled and the result of its last run. A failed run includes a short error. Check the selected destination and reconnect the service when authorization has expired. For Markdown exports, confirm that the chosen folder still exists and is writable. The local export does not need Slack, Notion, or Linear access.Draft a custom automation in Chat
You can describe a workflow in Chat, including what should happen and when. The draft and its conversation appear with your automations so you can return to them. Examples:- “After customer calls, draft Linear issues for action items assigned to our team.”
- “Save completed interviews as Markdown in my research folder.”
- “Post the summary of weekly planning meetings to the product Slack channel.”