Automation

Automation allows you to automatically run agents based on specific triggers, such as a scheduled time or receiving an email.

QueryPie AI’s Automation feature allows you to automate repetitive tasks to streamline your workflow. You can set it to periodically run an Agent at a specific time or trigger it to perform desired actions when an email meeting certain conditions is received.

Automation Menu

In the Automation menu, you can see a list of created automations at a glance.

Creating and Editing Automation

You can create a new Automation or change existing settings.

Select Trigger Type

Select how to execute the automation.

• Schedule Trigger: Executes the automation at a specified time or interval.
• Email Trigger: Executes the automation when an email meeting certain conditions is received.
• Webhook Trigger: Executes the automation when an event occurs in Salesforce, GitHub, or Jira.

1. Schedule Trigger Settings

If you select ‘Schedule Trigger’ as the Trigger Type, you can automate repetitive tasks at a specified time or interval.

Basic Settings

• Schedule Name: Specify a unique name to identify the schedule.
• Selected Agent: Select the agent to execute automatically.
• Prompt: Write the command or request to pass to the agent when the schedule runs.

Repeat Settings

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

Execution Time Settings

• Specify the desired date and time exactly.
• Ensure accurate execution timing through time zone settings.

2. Email Trigger Settings

If you select ‘Email Trigger’ as the Trigger Type, the following settings are required.

Select and Connect Email Provider

• Email Provider: You can choose between Gmail or Outlook.
• OAuth Integration: Integrate the selected email account to grant permission to check new emails and execute triggers.

Email Filter Settings

To prevent unnecessary trigger executions, set filters so that automation runs only for emails that meet specific conditions. Properly setting filters can reduce unnecessary executions and costs.

Note: Emails sent to yourself will not activate the trigger.

• Filter by Labels/Folders (Required): Select the mailbox to check for email triggers.

  • Gmail: Select Label (Sent, Draft labels are not supported)
  • Outlook: Select Folder (Sent Items, Drafts folders 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 any of the conditions are met.
  • Condition:
    • Property: Select from From, Cc, Subject, Bcc.
    • Operator: Select from Contains, Equals, Is not empty.
    • Value: Enter the text corresponding to the condition.

3. Webhook Trigger Settings

If you select ‘Webhook Trigger’ as the Trigger Type, you can receive events from external systems to execute agents.

Basic Settings

• Webhook Name: Specify a name to identify the webhook.
• Selected Agent: Select the agent to execute.
• Prompt: Write the prompt to pass to the agent. You can utilize the data (Payload) delivered via the webhook in the prompt.

Additional Settings per Provider

Additional settings may be required depending on the selected Provider.

• Salesforce:
  • Salesforce Organization ID: Enter the ID of the Salesforce organization to integrate.
• GitHub / Jira:
  • Webhook secret: Enter the Webhook Secret for HMAC-SHA256 signature verification.

Webhook URL Management

After creating an Automation, you can check and manage the Webhook URL on the detail screen.

• Check and Copy URL: Copy the generated unique Webhook URL and register it in the webhook settings of external systems like Salesforce, GitHub, Jira, etc.
• Regenerate URL: If you need to change the URL for security reasons, you can use the Regenerate URL feature to issue a new URL.

Automation Detail Screen and Management

You can efficiently manage created Automations.

• Status Management: You can change the status between Active (running normally) and Paused (temporarily suspended).
• Run Now: You can execute immediately without waiting for the scheduled time using the Run Now feature.
• Cancel Execution: When an Automation is in the ‘Running’ status, you can immediately stop the task via the Cancel running schedule icon.
• If the Trigger is Email or Webhook, the Run Now button is not displayed, and the configured filter information is shown.

Check Execution History

You can check the execution results of Automations in detail.

• Execution Results: You can check the status as Success, Failure, or Canceled, along with detailed results.
• Chat History: A new chat room is created for each execution, and you can check the detailed conversation content by clicking the chat icon. The chat history is maintained even if the agent is deleted.