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Docs/Guides & operations

Guides & operations

Automations

Automations start recurring or one-time agent tasks with a defined goal. The wizard separates the task, destination, execution, and final review.

1 min readUpdated: October 2026
Create an automation: describe the task. Captured in an isolated Metis test instance with fictional sample data (October 2026).
Create an automation: describe the task

Create an automation: describe the task. Captured in an isolated Metis test instance with fictional sample data (October 2026).

More screenshots (3)
Create an automation: select its context. Captured in an isolated Metis test instance with fictional sample data (October 2026).
Create an automation: select its context

Create an automation: select its context. Captured in an isolated Metis test instance with fictional sample data (October 2026).

Create an automation: schedule and execution. Captured in an isolated Metis test instance with fictional sample data (October 2026).
Create an automation: schedule and execution

Create an automation: schedule and execution. Captured in an isolated Metis test instance with fictional sample data (October 2026).

Review the automation before creating it. Captured in an isolated Metis test instance with fictional sample data (October 2026).
Review the automation before creating it

Review the automation before creating it. Captured in an isolated Metis test instance with fictional sample data (October 2026).

Step by step

  1. 01

    Open Automations and choose Create automation.

  2. 02

    Describe the name and request under Task.

  3. 03

    Select a project, agent, or context chat under Destination.

  4. 04

    Set the schedule, time zone, mode, model, and runtime under Execution, then confirm under Review.

Set up an automation

16s · Screenshot walkthrough

A four-step screenshot walkthrough captured in the isolated test instance. No audio.

Download the screenshot walkthrough
  1. Describe the task and expected result.
  2. Choose the destination and context chat.
  3. Set the schedule, mode, and timezone.
  4. Review the settings before creating the automation.

Example prompt

Every Monday at 09:00 Europe/Berlin, summarize the open items in this project and save the result in the selected chat.

Automations

  • List
  • Status
  • Next and last run
  • Details
  • No selection
  • Empty list

Create automation → Task

  • Name
  • Prompt
  • Four-step wizard

Destination

  • Project
  • Agent for agent projects
  • Context chat or new automation chat

Execution

  • Mode
  • Max run
  • Model
  • Model parameters
  • Optional subagent model

Schedule

  • Every X minutes
  • Every X days
  • Monthly day
  • One-time
  • Run at
  • Time zone

Review

  • Summary
  • Back
  • Continue
  • Create automation

Run now

  • Immediate execution
  • Start status

Pause / Resume

  • Pause and resume the schedule
  • Status changes

Edit

  • Change an existing automation
  • Save changes
  • Cancel

Run history

  • Runs
  • Success and errors
  • Open associated chat

Delete automation

  • Confirm
  • Review the effects on the automation and history

Good to know

  • Without an explicit model selection, an automation can use the model of its destination chat or agent.
  • An optional subagent model overrides the default for delegated work.
  • Run now starts immediately. Pause suspends the schedule; execution history remains separately available.

Troubleshooting

If an execution is missing, check paused status, time zone, next run, and Run history. The host and required services must be running.

Troubleshooting guide

Related articles

Charts, graphs & mediaOperate your installationTroubleshootingSet up a complete project
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On this page

Step by stepAutomationsCreate automation → TaskDestinationExecutionScheduleReviewRun nowPause / ResumeEditRun historyDelete automationGood to knowTroubleshooting
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Documentation
Overview
Getting started
QuickstartChoose an installationWhat is Metis?Accounts and initial setupConnect your first providerYour first taskSign inInstall on LinuxInstall on macOSInstall on Windows
Chat & context
Navigation & chatsCompose messagesResponses & tool callsAnswer questionsApprove actionsSearch & quick actions
Workspace
Agent overviewCanvasPlansMemoryFilesTerminalBrowserDesktopsServer monitorArrange the workspaceExport workspaces
Projects & teams
Create a projectProject overviewChat visibilityProject picture, color, and iconProject instructionsProject memoryProject skillsProject filesProject notesAgent model defaultLet agents manage the teamMembers & invitationsAgent teamsTeam presetsTeam overview
Notes
Notes & scratchpad
Agent Hub
SkillsConnections / MCPsCustom modes & rulesGlobal agent rules
Settings
GeneralModels — ConnectionsAgent — Runtime & memoryDevices — Remote clientsAdmin / ChatsUpdatesSearch settingsAttachments and file sizeSubagent modelToken compressionPreview compressionSounds and notificationsNotification deliverySet up voice inputChoose a microphoneRecording and streamingDictionaryConfigure the browser previewManage website dataWebsite and source code
Models & providers
AgentDeep ResearchPlanAskGauntletCursorOpenAIAnthropicGoogle GeminixAI / GrokOpenRouterOllama / LocalOpenAI-compatibleOpenAI CodexClaude CodeGoogle AntigravityGrok BuildOpenCodeModel options
Account & sharing
ProfileNotificationsUsage & costsShare chatsPublic shares
Guides & operations
Charts, graphs & mediaAutomationsOperate your installationTroubleshootingSet up a complete projectWork on a connected PCResearch and produce a reportGlossary and scopes

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