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An automation is a set of instructions Overlay runs for you on a schedule: a Monday summary of open tasks, a daily check of a mailbox, a monthly report.

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Create one

  1. Open Automations and create a new one.
  2. Name it, and under Instructions write what it should do, as you would ask in a chat. A skill is a good way to reuse instructions.
  3. Under Schedule, choose Interval, Daily, Weekly or Monthly, and the time.
  4. Turn on Enabled.
Flow shows the automation’s steps as a diagram you can edit. You can also ask a chat or an agent to set one up (“every Friday, summarize what moved on the board”). An automation drafted inside an agent’s chat belongs to that agent and runs with its instructions and tools.

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Test it

Under Test, choose Run once to try it immediately. Each run shows a timeline of what it did, what it produced and any errors.

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Keep track

  • Past runs stay with the automation, so you can replay what happened.
  • Turn off Enabled to pause the schedule without deleting anything.
  • Archive an automation you no longer need; restore it from Settings → Archived.
Automations need a paid workspace to run on a schedule, and their usage is charged to the workspace’s credit. See Plans and credit.