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Looking for where to manage your reminders or see what triggers are running? You’re in the right place.
Slashy automations run in the background and handle repetitive email tasks for you. Tell the AI agent what you want in plain English, and it creates the automation. No code, no complex rules.

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How Automations Work

1

Describe what you want

Open the agent sidebar (Cmd+/) and describe the automation in natural language. Example: “When I receive a receipt, forward it to receipts@expensify.com.”
2

Agent creates the trigger

The agent parses your request into a condition (what to match) and an action (what to do). It shows you a preview for confirmation.
3

Automation runs automatically

Every matching email or calendar event fires the action. Emails to others are always drafted for your review first.

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Types of Automations

Email Triggers

Fire when an email matches a natural-language condition. Forward receipts, alert on VIP emails, draft replies automatically.

Calendar Triggers

Fire before or after calendar events. Meeting prep briefings, post-meeting follow-ups, RSVP management.

Auto-Reminders

Automatic nudges when emails go unanswered. The AI detects dropped balls and reminds you.

Scheduled Reminders

Schedule the agent to run at a specific time. Daily inbox scans, weekly summaries, one-off future tasks.

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Automation Templates

The Automations page ships with 50+ ready-to-use templates so you can activate common automations in one click without writing anything.
Automations page showing template categories and personalized suggestions
Opening the Automations page: Click the lightning bolt icon in the left sidebar, or press Cmd+K and type “Automations.” Templates are organized into four category tabs: Each template card shows a realistic preview of what it does. Click one to activate it or customize the condition and timing before saving. Popular with [your role]: Based on the job title you set in your profile, the Automations page surfaces a personalized section, for example “Popular with Founders” or “Popular with Sales teams.” These float the templates most relevant to how you use email.

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Managing Automations

All automations appear in Settings > Automations (Cmd+, then Automations tab). From there you can:
  • Toggle automations on or off
  • Delete automations you no longer need
  • View activity to see recent trigger firings
You can also manage via the agent sidebar: “List my automations” or “Disable the receipt forwarding trigger.”
Start with the 10 Automations Every User Should Set Up for a curated list of the highest-impact automations.

10 Must-Have Automations

Step-by-step setup for the essentials.

Agent Autonomy

What the agent can and cannot do on its own.

Customize Your Agent

Control your agent’s writing style and preferences.

iMessage Setup

Connect your phone to receive automation alerts.