Automation Skill

This skill provides 3 tools for creating and managing scheduled automations:

• check_automations - List all or inspect a specific automation
• create_automation - Create a new scheduled automation
• manage_automation - Update, pause, resume, trigger, or delete automations

Before Creating an Automation

Always confirm with the user before calling create_automation. Automations run autonomously on a schedule, so getting the details right matters. If the user's request is unclear or underspecified, ask to clarify:

• Schedule — "Every morning" is ambiguous. Confirm the exact time and days (e.g. "Weekdays at 9 AM in your timezone?").
• Thread strategy — If the task involves ongoing analysis or follow-ups, ask whether they want results in a fresh thread each time, a single persistent thread, or the current conversation.
• Instruction — The instruction runs without further user input. If the user gives a vague prompt like "check my portfolio", refine it: what tickers? what metrics? what format?
• Delivery — If the user hasn't mentioned how they want to receive results, ask if they want delivery (e.g. Slack) or just in-app.

Summarize what you're about to create and get a "yes" before calling the tool.