An Automations section inside the buyer’s own line-of-business app where a non-technical user describes a recurring job in chat and the system builds it as a visible step graph (query, filter, AI action, document, export, mail, update, review gate). Each proposed step is accepted or rejected before saving, then it runs on demand or on schedule with full run history and downloadable outputs.
What ports as-is
- The automation schema (task, step, connection, run, run step, chat log)
- The step-handler set and graph sorter
- The run engine with per-step status including a not-supported state
- The scheduler for background triggers
- The chat-to-plan prompt bound to the app's own data schema
- The planner and run-history screens
What we build for you
- The data schema description the planner reasons over
- Which step types are enabled
- Document and export layouts
- Schedules and triggers
- The approval gates required before anything is written or sent
