# Automations

> Have Navi run a prompt on a schedule, such as a weekly visibility summary, and read or follow up on each run.

Source: https://docs.serpier.com/automations

An automation is a prompt that [Navi](https://docs.serpier.com/navi) runs for you on a schedule, such as a weekly summary of your [SEO Performance](https://docs.serpier.com/seo-performance) and [AI Visibility](https://docs.serpier.com/ai-visibility), or a morning marketplace recap. Each run is its own Navi session. Navi delivers what it finds during the run and can create [tasks](https://docs.serpier.com/tasks) for follow-up work. You can open any run afterwards to read it or ask a follow-up question.

![The Automations page with one weekly automation](https://docs.serpier.com/docs-assets/automations-list.webp "Each automation shows its schedule and when it last ran.")

## Create an automation

There are two ways to start, both from [Automations](https://app.serpier.com/automations):

- **Create with Navi** opens a Navi chat that sets the automation up with you. Use it when you know the goal but not the exact prompt.
- **Manual setup** opens **New automation**, where you fill in the details yourself.

With **Manual setup**:

1. Give it a **Name**, for example "Morning marketplace recap".
2. Choose a **Project** if the automation is about one of your [projects](https://docs.serpier.com/projects), or leave **No project**.
3. Choose a **Timezone** and a **Schedule**: **Every hour**, **Every day**, **Weekly**, **Monthly**, or **Custom cron**. The form shows when the next run will be.
4. Write the **Prompt**: what Navi should check and report on each run.
5. Select **Create automation**.

![The New automation form](https://docs.serpier.com/docs-assets/automations-new.webp "Name, project, timezone, schedule, and the prompt Navi runs each time.")

## Where the results go

Navi delivers its findings itself during each run, as an in-app notification, by email, or to a connected Slack workspace. If a run fails before Navi delivers anything, you get an **Automation failed** [notification](https://docs.serpier.com/notifications#what-each-notification-means).

## Check on a run

The **Last run** column tells you how the latest run went:

- **Never**: it has not run yet.
- **Queued**: the run is about to start.
- **Running for** a duration: the run is in progress.
- A time: the run finished then.
- A failed run shows when it failed and, when there is one, the **Last success**.
- **Stopped**: the run was stopped before it finished.

Select the cell to open that run's session.

To see older runs, choose **Run History** from the actions menu on the row. Each run lists when it was **Triggered**, its **Status** (**Queued**, **Running**, **Completed**, **Failed**, or **Cancelled**), and its **Duration**. Open a row to read the transcript.

## Follow up on a run

A run's session reads like a Navi chat:

- While the run is **Running**, sending a message stops the run.
- After it finishes, use **Ask a follow-up about this run** to dig into the results. You can attach files the same way as in Navi.
- A queued run shows **Waiting to start** until it begins.
- A failed run shows **This run failed** and the error.

A run reads from your [connections](https://docs.serpier.com/connectors) but does not change anything in them. When Navi finds a change worth making, it puts it in its findings. Ask for the change in a follow-up, and it waits for **Approve** or **Decline**, the same as in a [Navi chat](https://docs.serpier.com/navi#approve-or-decline-an-action).

## Change, pause, or delete an automation

The actions menu on each row has:

- **Run now**: start a run immediately instead of waiting for the schedule.
- **Edit**: change the schedule and prompt in **Edit automation**, then **Save changes**.
- **Disable**: pause the automation. Its name shows **Paused**, and **Enable** resumes it.
- **Delete**: remove it after you confirm. This cannot be undone.

> Pause an automation with **Disable** instead of deleting it if you might need it again. Its settings and run history stay.

## Related

- [Navi](https://docs.serpier.com/navi.md)
- [Notifications](https://docs.serpier.com/notifications.md)
- [Tasks](https://docs.serpier.com/tasks.md)