> ## Documentation Index > Fetch the complete documentation index at: https://complete-docs-x17s80.allmind.ai/docs/llms.txt > Use this file to discover all available pages before exploring further. # Automations — Complete Guide > Run reports, grids, and AI research on a schedule — or trigger them on earnings and other corporate events — and have the results delivered to your inbox automatically. Automations put your recurring research on autopilot. Instead of opening the platform to re-run the same report, refresh the same grid, or ask the same question every morning, you set it up once and let it run — on a fixed schedule, or the moment a company you follow has an earnings call or other corporate event. When a run finishes, the results are emailed to whoever you choose (and kept in the dashboard), so the work is waiting for you instead of on your to-do list. *Find it under **Research Workspace → Automations**.* ## What it is An automation is a saved instruction that says **"run this task, on this trigger, and deliver the result here."** Each one has three parts: * **A task** — the actual work: generate a **Report** from one of your templates, refresh a **Grid**, or run an **AI Chat** prompt against the data sources you choose. * **A trigger** — *when* it runs: on a recurring **schedule** (e.g. every weekday at 9:00), or in response to a corporate **event** (an earnings call or investor-relations event for the companies you watch). * **A delivery** — *where the result goes*: emailed to one or more recipients as a finished file, and always saved in the dashboard so you can review run history any time. Automations are how you turn one-off research into a standing process: a morning briefing, a post-earnings analysis for every name on your watchlist, a weekly sector grid, a Monday data digest. ## When to use it Reach for Automations when: * You run the **same task on a rhythm** — daily, weekly, monthly, hourly — and want it done without you. * You want to **react to earnings or IR events** across a list of companies without watching the calendar yourself. * You want results **delivered to a team** by email on a schedule, in a finished format. * You've already built a **Report template** or a **Grid** and want it kept fresh automatically. Use something else when: * You need a **one-time** answer right now → run it directly in **Reports**, **Grids**, **Agent Studio**, or **Chat**. (Build it there first, then automate it here.) * You're still **designing** the report template or grid → create and refine it in **Reports** or **Grids**; an automation just *runs* what already exists. * You want an **open-ended, interactive** research session → use **Agent Studio** or **Chat**. An automation doesn't invent the work from scratch — it **runs something you've already set up**. A Report automation runs one of your saved report templates; a Grid automation refreshes one of your saved grids; an AI Chat automation runs a prompt you write. Build the underlying piece first, then point an automation at it. ## How to use it Creating an automation is a short, guided sequence. You can leave most settings at their defaults and just fill in what matters to you. Open Automations and choose **New Automation**. Give it a clear name you'll recognize in your list (e.g. "NVDA post-earnings analysis" or "Weekly energy grid"). Pick **Schedule** for a recurring timer, or **Event** to run when a company you watch has a matching corporate event, then configure the timing (see *Capabilities & key choices* below). Pick **Report**, **Grid**, or **AI Chat**, then select the specifics — the report template, the grid, or the prompt and data sources. For a Report, fill in the template's inputs (for example a ticker, or a period — leave a period blank to always use the latest). For AI Chat, choose the response depth and which sources to use. Choose **Send Email** and add recipients, or **Dashboard Only** to keep results in Automations without email. For Report and AI Chat you can also pick the attachment format (PDF, Word, or both). Confirm everything on the review screen, choose whether it should **start active**, and create it. An active automation begins running on its trigger right away. Once created, every automation has its own detail view where you can: * **Turn it on or off** with the Active toggle (an inactive automation never runs). * **Run it now** with the **Run** button — a one-off run that happens immediately, separate from the schedule. (For an event automation that uses the dynamic event company, you'll be asked which watched company to use for the manual run.) * **Edit** any setting, or **delete** it. * **See its run history** — every run with its result (success or failed), timing, and a short message — which refreshes on its own while you watch. ## Capabilities & key choices ### The three task types Generates a research report from one of your saved **Report templates**, for the company and inputs you specify. Produces a polished PDF and/or Word document — the same report you'd get by running the template in Reports. Refreshes one of your saved **Grids** — re-running its cells with current data so the grid stays up to date — and emails the result as an Excel file. Optionally adds an AI summary (see below). Runs a **prompt you write** against the data sources you choose, at the depth you choose — like scheduling an Agent run. Produces a written answer delivered as a Word or PDF document. ### The two triggers **Schedule** — a recurring timer. Choose a frequency and time: * **Weekdays** (Mon–Fri), **Daily**, **Weekly** (pick the day), **Monthly** (pick the day of the month), or **Hourly** (every 1, 2, 3, 4, 6, 8, or 12 hours). * Set the **time of day**, and the **timezone** the schedule should follow (your runs always honor that timezone, so daylight-saving shifts don't move them). **Event** — run in response to a corporate event for companies you watch: * **Event type:** **Earnings Events** (a company's earnings call) or **Investor Relations Events** (non-earnings IR events such as presentations, investor meetings, and shareholder meetings). * **Companies to watch:** add up to **200** companies by ticker (type to search, or bulk-import a list). The automation fires when *any* watched company has a matching event. * **Timing relative to the event:** run a set time **before** or **after** the event — presets range from **3 days before** to **3 days after** (including 1 hour before, 20 minutes before, at the event, 15 minutes after, and more), or set a custom offset in minutes, hours, or days. * When an event fires for one of your watched companies, the task runs **for that specific company** automatically — so a single event automation watching a whole watchlist produces one tailored run per company, per event. Pick **Event** when you care about *timing around a catalyst* ("analyze each company 15 minutes after it reports"). Pick **Schedule** when you care about *a regular cadence* ("every Monday at 8:00"). A Report automation is the most common pairing with Event triggers; Schedule suits all three task types. ### AI Chat: response depth An AI Chat automation runs at one of three depths — match it to how much thinking the task needs: * **Balanced** — fast, everyday research and checks; good for standard questions and summaries. * **Agent** *(default)* — full multi-step analysis with tools; the right choice for most scheduled work, including in-depth write-ups. * **Deep Research** — the most thorough; multi-source investigation for weekly deep-dives and peer comparisons. It takes the longest. ### Delivery format When email delivery is on, you choose what's attached: * **Report** → **PDF** (default), **Word**, or **both**. * **AI Chat** → **Word** (default), **PDF**, or **both**. * **Grid** → always an **Excel** file; add a **Query** (see below) to also receive a PDF summary. ### Grid summaries (the Query step) For a Grid automation with email on, you can add a **Query** — a question the AI answers about the refreshed grid, delivered as a short PDF alongside the Excel file. Start from a ready-made query (Executive Summary, Risk Flags, Earnings Preview, Peer Comparison, Trend Analysis, or Action Items) or write your own. It turns a raw data refresh into a narrative you can read at a glance. ## What it can access & produce **Reports and Grids** draw on whatever their underlying template or grid already uses — the platform's full market, fundamentals, filings, transcripts, and research data, exactly as when you run them by hand. For an event-triggered report, the **triggering company is supplied automatically** as the report's subject. **AI Chat** can be pointed at a rich set of sources — turn on only the ones you want it to use: | Source | What it gives the run | | ---------------------------------------- | --------------------------------------------------------------- | | **Financial Data** | Market and company financial datasets | | **Web Search** | The live web | | **Data Room** | Files in the Data Room folders you select | | **Document Library** | Your saved research documents, by the document types you select | | **Google Drive · OneDrive · SharePoint** | Files from your connected accounts | | **Gmail · Outlook** | Context from your connected mailbox | | **Snowflake** | Your organization's authorized warehouse tables | | **Carbon Arc** | Your connected Carbon Arc datasets | A few sources need a one-time connection in your settings first (Google Drive, OneDrive, SharePoint, Gmail, Outlook); Snowflake uses your organization's authorized tables. If a connected source has been disconnected, the automation asks you to reconnect it before saving. For Gmail and Outlook you can restrict which email domains the automation may read. **What automations produce:** * **Report** → a finished **PDF and/or Word** report, emailed and saved so you can open it later. * **Grid** → your **Grid refreshed in place** (so the saved grid itself stays current) plus an **Excel** export, and an optional **PDF summary** when you add a Query. * **AI Chat** → a written **answer as a Word or PDF** document, emailed and also kept in your chat history. Every run's outcome is recorded in the automation's **run history**, and you get an **in-app notification** when it completes. ## Tips & best practices * **Build the piece first.** Perfect your report template in **Reports** or your grid in **Grids**, then automate it — an automation runs what already works. * **Name automations for their job**, not their mechanics ("Monday energy digest" beats "Grid 3"). * **Use one event automation for a whole watchlist.** Add all the tickers you care about (up to 200) to a single earnings automation rather than creating one per company. * **Mind the timing offset.** "15 minutes after" an earnings call gives the event time to happen; "1 day before" is useful for previews. Choose deliberately. * **Leave a report's period blank** to always analyze the latest data on each run. * **Match AI Chat depth to the stakes** — Agent for most scheduled work, Deep Research for the heavy weekly deep-dives, Balanced for light checks. * **Add a Query to Grid automations** so recipients get a readable summary, not just a spreadsheet. * **Use Run now to test.** Trigger a one-off run to confirm the output looks right before relying on the schedule. * **Turn automations off when you don't need them** rather than deleting — you keep the setup and its history. ## Limits & things to know * **An event automation can watch up to 200 companies.** * **Schedules can be as frequent as you like** — down to hourly — within the frequencies the builder offers; all runs follow the timezone you set. * **Event look-ahead is about 90 days.** The system finds the next matching event within roughly the coming quarter; upcoming triggers appear shortly after you create or save an event automation, and are rechecked periodically. If no matching event is found in that window, the automation shows "no upcoming triggers" until one appears (you can still use **Run** for a one-off). * **Runs are asynchronous and can take a while** — from under a minute to around half an hour for the deepest work. You don't need to keep anything open; you'll be notified and the result will be waiting. * **Failed runs aren't retried automatically.** A failure is recorded in run history with a short reason, and the automation simply runs again at its next scheduled time. You can press **Run** to retry immediately. * **Inactive automations never run**, and turning one off (or deleting it) stops all future runs. * **Run history** shows recent runs in the detail view and refreshes on its own. * **Email delivery is optional** — choose **Dashboard Only** and the results are still produced and saved, just not emailed. ## How it works with other features Automations sit on top of the rest of the platform and keep its outputs flowing on a schedule: * **Reports** — build a report template once, then have an automation generate it on a cadence or around earnings. Automations are how report templates become recurring deliverables. * **Grids** — point an automation at a saved grid to keep it refreshed with current data, and email the result (with an optional AI summary). * **Agent Studio / Chat** — an AI Chat automation is essentially a *scheduled* agent run: the same kind of prompt, depth, and tools, but on a timer or an event. * **Data Room & Document Search / Library** — an AI Chat automation can read selected Data Room folders and saved research documents, so scheduled analysis is grounded in your own materials. * **Data Sources & integrations** — connected sources (Snowflake, Google Drive, OneDrive, SharePoint, Gmail, Outlook, Carbon Arc) become inputs an AI Chat automation can use on every run. * **Live Investor Relations / events** — the corporate-events calendar is what Event triggers watch for earnings and IR events. In short: **other features create the work; Automations decide when it runs and where the result goes.** ## Example workflows ### 1. Automatic post-earnings analysis for your whole watchlist *Goal: get a tailored analysis of every company you follow, minutes after it reports.* 1. In **Reports**, build (or pick) a report template for post-earnings analysis. 2. In **Automations**, create a **Report** automation and select that template. 3. Choose an **Event** trigger → **Earnings Events**, and add your watchlist (up to 200 tickers). 4. Set the timing to **15 minutes after** the event. 5. Turn on **Email**, add your team, and choose **PDF**. Now, whenever any watched company reports, everyone gets the analysis for that specific company, automatically — no calendar-watching required. ### 2. Weekly sector grid with a written summary *Goal: a fresh sector comparison and a readable takeaway every Monday morning.* 1. In **Grids**, build a grid across your sector's companies and the metrics you track. 2. In **Automations**, create a **Grid** automation and select that grid. 3. Choose a **Schedule** trigger → **Weekly**, Monday, 8:00, in your timezone. 4. Turn on **Email** and add a **Query** — e.g. the **Executive Summary** template. Every Monday the grid refreshes itself and your inbox gets the updated Excel plus a one-page PDF summary of what changed. ### 3. Monday data digest from your own systems *Goal: a weekly briefing that blends your internal data with market context.* 1. Connect **Snowflake** (and set up any **Data Room** folders you want included). 2. In **Automations**, create an **AI Chat** automation with a prompt like *"Pull the latest metrics for our top 10 accounts, summarize the week-over-week changes, and flag any account whose usage dropped more than 20%."* 3. Set the depth to **Agent**, and turn on **Snowflake** (with the right tables) plus **Financial Data** and any **Data Room** folder. 4. Choose a **Schedule** trigger → **Weekly**, and deliver as **Word**. Each week you get a written digest grounded in your own numbers — assembled while you were away. ## Common questions **Report** runs a saved report template and emails a PDF/Word report. **Grid** refreshes a saved grid and emails an Excel file (plus an optional PDF summary). **AI Chat** runs a prompt you write against the sources you choose and emails a Word/PDF answer. All three can run on a schedule or on an event. A **schedule** runs on a fixed cadence (e.g. every weekday at 9:00, in your timezone). An **event** runs in response to a corporate event — an earnings call or IR event — for the companies you watch, at a timing you set relative to the event. Up to **200**. The automation fires when any of them has a matching event, and runs the task for that specific company. At the offset you choose relative to the event — for example 20 minutes before, at the event, or 15 minutes after. The system looks roughly 90 days ahead for the next matching event; upcoming triggers show up shortly after you save the automation. No. Runs happen on their own in the background — some take a few minutes, the deepest take up to around half an hour. You'll get a notification when each one finishes, and the result is emailed and saved. No — choose **Dashboard Only** and the results are still produced and saved in Automations, just not emailed. With email on, you can attach a PDF, a Word doc, or both (Excel for grids). It's recorded in the automation's run history with a short reason, and the automation runs again at its next scheduled time — failures aren't retried automatically. You can press **Run** to retry immediately. Yes — open it and press **Run** for a one-off run right now, independent of its schedule. For an event automation that uses the dynamic event company, you'll choose which watched company to use. Yes. Turn on the sources you want — Data Room folders, saved research documents, Snowflake tables, connected Google Drive / OneDrive / SharePoint / Gmail / Outlook, Financial Data, the web, or Carbon Arc. Some sources need a one-time connection in settings first. Turn off its **Active** toggle. It stops running but keeps all its settings and history, so you can switch it back on any time. Deleting it removes it for good. ## Getting help For help setting up an automation or designing a recurring workflow, reach AllMind support through the in-app support option or your account team.