Looking for where to manage your reminders or see what triggers are running? You’re in the right place.
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.
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.
Automation Templates
The Automations page ships with more than 40 ready-to-use templates so you can activate common automations in one click without writing anything.
Cmd+K and type “Automations.”
Templates are organized into five 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.
Calendar checks
Three templates in Meeting Prep & Scheduling watch your calendar and only notify you. They never move, decline, or edit events, and never contact attendees.
Each one stays quiet when there is nothing to report. See Calendar triggers for how event-based timing works.
Weekly Inbox Clean Up
Every Sunday at 5 PM in your timezone, Slashy scans your connected Gmail inboxes for recurring newsletters, marketing email, and spam senders you rarely read. It texts you a checklist of five senders, each as an “Unsubscribe from [sender]” choice, plus a Find 5 more option. Slashy skips receipts, security and account alerts, financial and healthcare notices, travel confirmations, and work mail, and it does not unsubscribe, archive, or mark anything as spam until you choose. Requires the iMessage agent. 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.Automations Suggested During Onboarding
During onboarding, Slashy reads your mail and suggests automations that fit how you use email. Many suggestions have options you can choose from, such as which senders or meeting types to include, so you can set each one up your way before turning it on. The choices carry into the automation’s instructions, and you can change them later in Settings > Automations.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
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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.
Agent Goals
Hand the agent an outcome to work toward.