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Automations

Put recurring and long-running work on autopilot — reminders, routines, triggers, and flows.

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An automation is anything KKHS Assist starts for you later or when something happens. It might remind you once, run every morning, react the instant a message arrives, or move through several steps over a few days. You describe the outcome; KKHS Assist chooses how to run it.

You do not need to decide whether something is a reminder, routine, trigger, or workflow. Those are implementation details. They all appear on the same Automations page and use the same controls.

What you can automate

  • A moment"Remind me to renew the insurance next Thursday at 10."
  • A repeating schedule"Every weekday morning, summarize anything urgent in my client chats."
  • A new message or reaction"React ✅ when someone says approved in the Finance group."
  • A condition that needs judgment"Watch the supplier chat and tell me when the conversation sounds stuck."
  • A sequence with waits"Ask Ravi for the numbers Friday. If he has not replied by Monday, follow up. Tell me after the second miss."
  • Connected work"Update the Sheet first, then send the morning briefing only if the update succeeded."

Instant exact-match rules are immediate. Work that needs judgment runs in the background. Multi-step automations save their current step and answers, so a restart does not make them forget what they were waiting for.

Create one

Open Automations and choose a template, or describe the result in your self-chat. Templates draft a normal WhatsApp request that you can change before sending — there is no configuration language to learn.

For example:

Every Friday at 4, ask Ravi for the weekly numbers. If he hasn't replied by Monday morning, ask again. If he still hasn't replied by Tuesday, tell me.
Created — Weekly numbers chase Starts: Fri 4:00 PM IST, weekly May message: Ravi only Waits: until Mon 9:00 AM, then Tue 9:00 AM Stops: after the second miss, reports to you Confirm to switch it on.

The important parts are shown before anything sensitive goes live: what starts it, what it will do, who it may message, how long it waits, when it stops, and any connected-app changes. Automations that message another chat or change an external service stay off until you confirm them.

Waits and retries are bounded by default, so an automation cannot quietly chase someone forever. Ask explicitly if you genuinely need an open-ended watch.

The Automations page

The left side is a compact library organized by the kind of outcome you recognize:

  • Overview — failures and live runs first, followed by the next five scheduled starts and a compact summary of always-on watches.
  • Active — every automation that is enabled and can still do work.
  • Reminders — one-time nudges, repeating reminders, and recurring tasks you check off after each occurrence.
  • Scheduled work — messages and assistant work that start on a clock.
  • Watching — rules waiting for a message, reaction, or judged condition.
  • Multi-step flows — sequences with durable progress and waits.
  • Briefings — KKHS Assist's morning, afternoon, evening, and weekly digests.
  • Off — saved automations that will not start anything new.

Open Reminders to see them grouped into one-time, daily, weekly, monthly, and custom cadences. One-time reminders stay here while pending; after they run, they leave the current automation inventory. A recurring task reminder also creates an open task for each occurrence, so its row says that it is something you can check off. A failed automation stays in its natural collection and in Overview, with the failure shown on that row and in its detail.

The detail adapts to the work. A simple reminder gets a compact schedule, message, destination, next occurrence, and edit form. Rules use a plain-language When and Do view. Multi-step automations get the full flow, current step, saved state, recent events, failures, and earlier runs.

Available controls depend on the automation: edit its name or schedule, switch future starts on or off, skip the next scheduled start, pause or resume a run, cancel a run, or delete the automation. Editing a multi-step definition affects future runs; an active run finishes from the version it started with.

Automations, agents, and background tasks

An automation has a specific start and action, even when it repeats. An agent owns a standing responsibility with a brief, watched chats, scheduled checks, and daily notes. A background task is one large finite assignment that gets checkpointed until it is finished.

You still do not have to choose: describe the outcome in plain language and KKHS Assist routes it to the right system.