Automation

Automation Skill

This skill provides 3 tools for creating and managing scheduled automations:

• check_automations - List all or inspect a specific automation
• create_automation - Create a new scheduled automation
• manage_automation - Update, pause, resume, trigger, or delete automations

You should call these tools directly instead of using ExecuteCode tool.

Before Creating an Automation

Always confirm with the user before calling create_automation. Automations run autonomously on a schedule, so getting the details right matters. If the user's request is unclear or underspecified, ask to clarify:

• Schedule — "Every morning" is ambiguous. Confirm the exact time and days (e.g. "Weekdays at 9 AM in your timezone?").
• Thread strategy — If the task involves ongoing analysis or follow-ups, ask whether they want results in a fresh thread each time, a single persistent thread, or the current conversation.
• Instruction — The instruction runs without further user input. If the user gives a vague prompt like "check my portfolio", refine it: what tickers? what metrics? what format?
• Delivery — If the user hasn't mentioned how they want to receive results, ask if they want delivery (e.g. Slack) or just in-app.

Summarize what you're about to create and get a "yes" before calling the tool.

Tool 1: check_automations

List all automations or inspect a specific one with execution history.

Examples

# List all automations
check_automations()

# Inspect a specific automation (includes last 5 executions)
check_automations(automation_id="abc-123")

Tool 2: create_automation

Create a new scheduled automation.

Thread Strategy

Schedule Format

• Recurring (cron): Standard 5-field cron expression
  • 0 9 * * 1-5 — weekdays at 9 AM
  • 0 */4 * * * — every 4 hours
  • 30 8 1 * * — 1st of each month at 8:30 AM
• One-time (ISO datetime):
  • 2026-03-01T10:00:00 — single execution at that time

Examples

# Daily market briefing on weekdays at 9 AM
create_automation(
    name="Morning Market Brief",
    instruction="Summarize overnight market moves, top gainers/losers, and any news for my watchlist.",
    schedule="0 9 * * 1-5",
)

# One-time earnings reminder
create_automation(
    name="AAPL Earnings Reminder",
    instruction="Analyze AAPL ahead of earnings: recent price action, analyst expectations, key metrics to watch.",
    schedule="2026-04-30T08:00:00",
    description="Pre-earnings analysis for Apple Q2 2026",
)

# Daily report delivered to Slack
create_automation(
    name="Morning Market Brief",
    instruction="Summarize overnight market moves for my watchlist.",
    schedule="0 9 * * 1-5",
    delivery="slack",
)

# Automation with persistent thread (all runs share history)
create_automation(
    name="Weekly Portfolio Review",
    instruction="Review my portfolio performance and update the analysis.",
    schedule="0 9 * * 1",
    thread="persistent",
)

# Automation that continues in the current conversation
create_automation(
    name="Hourly Price Check",
    instruction="Check AAPL, MSFT, GOOGL prices and alert if any moved >2%.",
    schedule="0 * * * *",
    thread="current",
)

Price-Triggered Automations

In addition to cron/datetime schedules, automations can trigger when a stock price meets a specific condition. Set trigger_type="price" and provide a trigger_config dict instead of (or alongside) a schedule.

Condition Types

For percentage conditions, reference sets the baseline price:

Retrigger Modes

Examples

# Alert when AAPL drops below $150 (one-shot)
create_automation(
    name="AAPL Price Alert",
    instruction="AAPL has dropped below $150. Summarize recent news and analyst sentiment.",
    trigger_type="price",
    trigger_config={
        "symbol": "AAPL",
        "conditions": [{"type": "price_below", "value": 150}],
    },
)

# Run analysis when TSLA moves up 5% from yesterday's close
create_automation(
    name="TSLA Momentum Alert",
    instruction="TSLA is up 5% from yesterday's close. Analyze volume, technicals, and any catalysts.",
    trigger_type="price",
    trigger_config={
        "symbol": "TSLA",
        "conditions": [
            {"type": "pct_change_above", "value": 5, "reference": "previous_close"},
        ],
    },
)

# Recurring alert with 4-hour cooldown
create_automation(
    name="BTC Volatility Watch",
    instruction="BTC moved more than 3% from today's open. Summarize order flow and sentiment.",
    trigger_type="price",
    trigger_config={
        "symbol": "BTC-USD",
        "conditions": [
            {"type": "pct_change_above", "value": 3, "reference": "day_open"},
        ],
        "retrigger": {"mode": "recurring", "cooldown_seconds": 14400},
    },
)

Agent Guidelines for Price Triggers

• Confirm before creating. Always repeat the symbol, condition, threshold value, and retrigger mode back to the user and get explicit confirmation.
• Default to one_shot retrigger mode unless the user asks for repeated alerts. For recurring, omit cooldown_seconds to default to once per trading day.
• Use flash mode by default for price-triggered automations (lightweight, low-latency execution).

Tool 3: manage_automation

Manage an existing automation.

Action Reference

Examples

# Pause an automation
manage_automation(automation_id="abc-123", action="pause")

# Resume it
manage_automation(automation_id="abc-123", action="resume")

# Trigger an immediate run
manage_automation(automation_id="abc-123", action="trigger")

# Update the schedule to run every Monday at 8 AM
manage_automation(
    automation_id="abc-123",
    action="update",
    schedule="0 8 * * 1",
)

# Switch an automation to a persistent thread
manage_automation(automation_id="abc-123", action="update", thread="persistent")

# Remove delivery from an automation
manage_automation(automation_id="abc-123", action="update", remove_delivery=True)

# Delete an automation
manage_automation(automation_id="abc-123", action="delete")