Automations run agent workflows at the right time, using the instructions, tools, and skills configured for that workflow. They help teams turn repeatable work into consistent assistance without asking each person to start from scratch.
Use automations for scheduled or event-driven work such as preparing daily plans, generating summaries, updating sales context, or prompting the next action for a team.
#Automations and built-in Deal and Account refresh
Configurable Automations are separate from Bigmind’s built-in Deal and Account refresh. Built-in refresh maintains applicable Frameworks, Deal warnings, the rolling Deal summary, and CRM suggestions when relevant customer or CRM evidence changes.
Use a configurable Automation when you need an additional organization-specific result, such as a notification, approval flow, custom document, or handoff. Avoid duplicating the built-in Framework and Deal-maintenance work in a Deal Updated or Meeting Summary Ready automation.
Learn more in How the Context Graph works.