Document

View execution steps, configure inputs, and set up schedule triggers from the Document view.

The Document view shows a structured summary of your automation, including its overview, execution steps, and input/trigger configuration. Access it by clicking Document from the automation detail view.

Inputs and Triggers

Click Inputs & Triggers in the right panel to configure how the automation receives data and when it runs.

Automations with inputs show the Add Inputs dialog with two modes:

• Add Manually -- provide input values each time you run the automation

• Add Schedule -- run on a recurring schedule (disabled when the automation has required inputs)

Automations that require inputs cannot be scheduled. To use a schedule trigger, the automation must have no required input fields.

Automations without inputs show the Triggers dialog where you can add a schedule trigger.

Schedule Trigger

A schedule trigger runs the automation automatically on a recurring basis. Set the frequency (every N days, weeks, or months), select which days, choose a start time and timezone. Presets like Every 5 mins, Hourly, Daily, and Every Weekday are available for common schedules.

Webhook and Email Triggers

Webhook and email triggers are configured from the draft editor. See Drafts for setup instructions.