Automation

Automation allows you to automatically run agents at specified times or in response to specific triggers, such as receiving an email.

QueryPie AI’s Automation feature helps you streamline your workflow by automating repetitive tasks. You can set up agents to run periodically at specific times or trigger them to perform desired tasks when an email meeting certain conditions is received.

The Automation menu provides a list of all your created automations at a glance.

Creating and Modifying Automations

You can create new automations or modify existing ones.

1. Select Trigger Type

Choose how you want to trigger the automation.

Schedule Trigger: Runs the automation at a specified time or interval.
Email Trigger: Runs the automation upon receiving an email that meets specific conditions.

2. Schedule Trigger Settings

When you select ‘Schedule Trigger’ as the Trigger Type, you can automate repetitive tasks to run at specified times or intervals.

Basic Settings

Schedule Name: Assign a unique name to identify the schedule.
Selected Agent: Choose the agent to be executed automatically.
Prompt: Write the command or request to be sent to the agent when the schedule runs.

Repetition Settings

One Time: A one-off schedule that runs only once.
Custom: Repeats at a minute-level interval within a user-specified day and time range.
Daily: Repeats daily at a specified time.
Weekly: Repeats on specific days of the week and at a specific time.
Monthly: Repeats on a monthly basis.

Execution Time Settings

Specify the exact date and time.
Ensure the precise execution time by setting the timezone.

3. Email Trigger Settings

Selecting ‘Email Trigger’ as the Trigger Type requires the following settings.

Select and Link Email Provider

Email Provider: Currently supports Gmail.
OAuth Integration: Link your Gmail account to grant permission for checking new emails and running triggers.

Email Filter Settings

To prevent unnecessary trigger executions, set up filters so that automation only runs for emails that meet specific criteria.

Filter by Labels (Required): Select the mailbox (Label) to check for the email trigger. Sent and Draft labels are not supported.
Filter Events (Optional): Set specific conditions to ensure automation runs only for desired emails.
- Conditions Match Type:
  - Match All conditions (AND): Executes when all conditions are met.
  - Match Any condition (OR): Executes when at least one condition is met.
- Condition:
  - Property: Choose from From, Cc, Subject, Bcc.
  - Operator: Choose from Contains, Equals, Is not empty.
  - Value: Enter the text for the condition.

Automation Details and Management

You can efficiently manage your created automations.

Status Management: You can change the status between Active (running normally) and Paused (temporarily stopped).
Run Now: The Run Now feature allows you to execute an automation immediately without waiting for its scheduled time.
Cancel Execution: When an automation is in the ‘Running’ state, you can stop it immediately by clicking the Cancel running schedule icon.
For triggers of type Email, the Run Now button is not displayed; instead, the configured filter information is shown.

Checking Execution History

You can view the detailed results of an automation’s execution.

Execution Result: You can check the status, which can be Success, Failure, or Canceled, along with detailed results.
Chat History: A new chat room is created for each execution. You can click the chat icon to view the detailed conversation. The chat history is retained even if the agent is deleted.