Automations
Automations has two tabs. Workflows are the standing jobs you set up; Built-in lists what Random does on its own, each with a switch.
Workflows
- Describe or build
Press New workflow and describe it in a sentence, or dictate it. Random drafts the trigger and the steps for you to review. You can also start from a blank canvas.
You - Pick a trigger
On a schedule, When an email arrives, When a file is added, or Run from chat.
Trigger - Add steps
Get a document, summarize it with AI, branch with If / then, then write with Draft an email, Create a document or Notify me. Put Wait for my approval wherever you want to check first.
Steps - Test, then switch on
A Test run shows what the steps would produce, without saving a draft or sending a notification.
Test
What a workflow can send
A workflow drafts and notifies. Draft an email saves a draft in your mailbox and never sends it. Notify me reaches only you: in the app, or by email to one of your own connected inboxes. One step reaches other people: Send a calendar invite books a meeting and emails the invite to its attendees, and only after you approve it. Update the CRM and Draft a calendar event wait for your approval too; a drafted event is created without emailing guests.
Built-in
| Built-in automation | Default | What it does |
|---|---|---|
| Generate meeting prep | On | Prep for external meetings in the next 24 hours. |
| Sort the inbox automatically | On | Sorts unread mail and writes reply drafts. |
| Track follow-ups | On | Finds promises and replies you wait on. Never creates tasks. |
| Remember context | On | Saves lasting facts for later work. |
| Auto-detect language | On | German meeting prep when every attendee has a German, Austrian or Swiss address. |
| Workflow failure alerts | On | Tells you when a workflow run fails. |
| Stage CRM notes | Off | A note for your connected CRM after a meeting recap. |
| Web research | Off | Lets Random search the web and read pages you ask about. |
Only the workspace owner can change these switches. More on what waits for you: Approvals.