Automation & Configuration

Chat can act immediately or on a schedule. It can also help connect integrations, set environment variables, manage MCP servers, and create custom tools.

Scheduled Jobs

A scheduled job runs a Chat prompt on a cron schedule. On each run, Chat reads the current workspace and executes the prompt with up-to-date context.

Ask for jobs like:

"Every morning at 8am, summarize new leads and post them to Slack"
"Every Monday, pull last week's workflow errors and write a report"
"Run the CRM sync workflow every six hours"
"Pause the morning summary job"
"Show me the last five runs of the weekly report job"

Jobs keep run history so Chat can answer what happened previously.

Direct Actions

For one-off actions, ask Chat to do the task directly:

Request	What happens
"Send a Slack message to #eng that the deploy finished"	Posts to Slack using connected credentials
"Email the Q3 report to jane@example.com"	Sends through a connected email provider
"Create a GitHub issue for this bug"	Creates the issue in GitHub
"Call this webhook with the following JSON"	Makes the HTTP request

If an integration needs authentication, Chat should show the appropriate connect card or tell you which API key/environment variable is required.

Credentials and Environment Variables

Chat can help you connect OAuth integrations, inspect available credentials, and set environment variables:

"Connect my Google account"
"What credentials are connected to this workspace?"
"Set the SCORING_API_URL environment variable"
"Add OPENAI_API_KEY as a personal environment variable"

Connected workspace credentials are available to workflows and Chat actions according to workspace permissions.

MCP Servers and Custom Tools

Chat can manage workspace MCP servers and custom HTTP tools:

"Add the Stripe MCP server using this API key"
"Remove the old analytics MCP server"
"Create a custom tool that calls our scoring API"
"List the custom tools available in this workspace"

Once configured, these tools can be used from workflows and agent blocks.

Common Questions

A scheduled job runs a Chat prompt on a schedule and can reason over current workspace state. A deployed workflow runs a fixed graph of blocks. Use jobs for adaptive recurring work and workflows for predictable automation.

Yes. Include that in the job prompt, such as: Run the invoice sync workflow and post the result to Slack.

No. Actions like sending messages, creating records, and calling APIs happen immediately. Confirm the details before asking Chat to act.