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Automations · 5 min read

Automate for yourself—or your whole team

Pick a preset, save it, schedule it on your computer, and share the same workflow with colleagues.

What you need · Ready to use

  • ·A free account and a computer with AgentWitch installed
  • ·One workflow saved to Library (start from a marketplace preset)
  • ·A project to work in, and a few minutes to create your first automation in its Automations tab

Automations are the payoff after you pick a workflow: your computer runs the job on a schedule or when a webhook fires—for you alone or as a shared playbook the team reuses.

1. Start from a preset on the home page

  • Before sign-in, browse Popular workflows on the marketing home page
  • Click a card (email reply, lesson plan, shop support, etc.)
  • Sign in or create a free account, then save the preset to Library
Popular workflow preset cards on the home page
Popular workflows — pick a preset card to save and automate.

2. Create the automation

  • Open a project → Automations → New automation
  • Choose the saved workflow and fill its fields once
  • Pick Schedule (hourly, daily, weekdays) or Webhook for external triggers
  • AgentWitch syncs the job to your computer; the local scheduler runs it
New automation form with schedule trigger
New automation form with workflow, weekday schedule, and field values.

3. Your computer runs it; the team can reuse it

  • Enabled automations show next run time and last status
  • Results land in the project’s Reports like any manual send
  • Publish the same workflow to Marketplace so teammates save and automate their own copy
  • Company rules can require manager approval before someone else's Mac runs a sensitive job
Automations list with a scheduled workflow enabled
Friday team status enabled with the next run scheduled.

Built around your computer

  • Schedules run on your computer so jobs use your local files and tools
  • Webhook triggers reach the server; your computer runs the work when it is ready
  • After an AgentWitch update, open a project’s Automations tab once so the computer stays in sync

Related guides

  • How the computer scheduler runs jobs on time
  • Set up workflows once for the whole company
  • Manager approval before a sensitive run

Try this next

Open a project’s Automations

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