One rule, one assignee
Name the outcome, write the instructions, and assign an Agent or Crew. A rule has two states: active or paused.
An Automation is one rule: instructions, an Agent or Crew, triggers, and run history. It can start a run directly, or create a Task for an Agent to execute.

How it works
Use an Automation when the same well-defined work should start on a schedule or an event, and keep the history on the rule. Use a Task when the work needs an owner.
Name the outcome, write the instructions, and assign an Agent or Crew. A rule has two states: active or paused.
Schedule, task status, comment phrase, webhook, or a manual start. Triggers on the same Automation are enabled independently.
An Automation can create the Task and assign an Agent, so the result lands on the board the team already reviews.
Automation Workflow
An Automation is one rule for an Agent or Crew: instructions, triggers, and run history. It can start a run directly, or create a Task and execute it.
An Automation stores name, instructions, Space, assignee, priority, status, triggers, and run history. The steps that need judgement stay with people.

Schedule uses cron and a timezone. Status and comment triggers listen for events. Webhooks accept a signed request. Manual start is always available.

An Automation can open a Task and assign an Agent, so the work runs on that record. A recurring brief lands on the board with owner, status, and result attached.

The automation system
Repeating work is started by an Automation. Work that should land on the board for people to own and review belongs on a Task.
Cron plus timezone for checks, summaries, reminders, and maintenance.
Starts when a Task moves into a selected status. Matching is currently organization-wide.
Starts when a comment contains a configured phrase. Matching is also currently organization-wide.
An entry point for external events, with optional signing secrets.
Stays on the Automation, or attaches to the Task it created.
Results grouped one row per Automation and delivered to the recipients.
Connected features
Put work that needs an owner on a Task. An Automation can create and run that Task, or keep the history on the rule.
Quality of life, built in
A run nobody can find afterwards is worse than work that waited for a person.
Write the instructions, assign an Agent or Crew, and attach the triggers.
Start
Start with work that is observable and reversible, and review several runs before widening the rule.
State the outcome, the inputs, the allowed changes, and when a person must review. Assign an Agent or Crew.
Use a schedule for recurring checks, a comment phrase for a command, or a webhook for an external event.
Read the run history, set the result recipients, and only then widen the instructions or add triggers.
FAQ
Not always. An Automation can start an Agent or Crew run and keep history on the rule. It can also create a Task and assign an Agent so the work lands on the board with owner, status, and the run attached.
Not today. Status and comment matching is organization-wide. Choose a distinctive status or phrase, and have the instructions verify the triggering Task before making changes.
The people you list as run-result recipients. Creating a trigger adds the Automation creator by default. Inbox groups results into one row per Automation.
When the repeating work should be owned, reviewed, and tracked on the board — a daily brief, a recurring check that produces a deliverable, or anything people need to follow. Keep history on the Automation when a run does not need that record.