> ## Documentation Index
> Fetch the complete documentation index at: https://help.slashy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations Overview

> Triggers, reminders, and the automations dashboard. Everything Slashy can automate -- email triggers, calendar triggers, scheduled reminders, and auto-reminders. Set up in seconds with natural language.

<Note>Looking for where to manage your reminders or see what triggers are running? You're in the right place.</Note>

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.

## How Automations Work

<Steps>
  <Step title="Describe what you want">
    Open the agent sidebar (`Cmd+Shift+L`) and describe the automation in natural language. Example: *"When I receive a receipt, forward it to [receipts@expensify.com](mailto:receipts@expensify.com)."*
  </Step>

  <Step title="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.
  </Step>

  <Step title="Automation runs automatically">
    Every matching email or calendar event fires the action. Emails to others are always drafted for your review first.
  </Step>
</Steps>

## Types of Automations

<CardGroup cols={2}>
  <Card title="Email Triggers" icon="envelope" href="/features/automations/email-triggers">
    Fire when an email matches a natural-language condition. Forward receipts, alert on VIP emails, draft replies automatically.
  </Card>

  <Card title="Calendar Triggers" icon="calendar" href="/features/automations/calendar-triggers">
    Fire before or after calendar events. Meeting prep briefings, post-meeting follow-ups, RSVP management.
  </Card>

  <Card title="Auto-Reminders" icon="bell" href="/features/automations/auto-reminders">
    Automatic nudges when emails go unanswered. The AI detects dropped balls and reminds you.
  </Card>

  <Card title="Scheduled Reminders" icon="clock" href="/features/automations/scheduled-reminders">
    Schedule the agent to run at a specific time. Daily inbox scans, weekly summaries, one-off future tasks.
  </Card>
</CardGroup>

## Automation Templates

The Automations page ships with 50+ ready-to-use templates so you can activate common automations in one click without writing anything.

<Frame>
  <img src="https://mintcdn.com/karvixinc/0mmjo0UiqlV6I8u-/images/screenshots/settings-automations-page.png?fit=max&auto=format&n=0mmjo0UiqlV6I8u-&q=85&s=1bfa7757c74a1dedb7812b744c819834" alt="Automations page showing template categories and personalized suggestions" width="2940" height="1912" data-path="images/screenshots/settings-automations-page.png" />
</Frame>

**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:

| Category                      | What's inside                                                        |
| ----------------------------- | -------------------------------------------------------------------- |
| **Meeting Prep & Scheduling** | Pre-meeting briefings, join reminders, post-meeting follow-ups       |
| **Sales & Pipeline**          | VIP alerts, deal follow-up trackers, intro email detectors           |
| **Real-time Alerts**          | OTP forwarding, receipt forwarding, urgent keyword alerts            |
| **Follow-up Tracking**        | Dropped ball scanners, unanswered thread nudges, customer SLA checks |

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.

## 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."*

<Tip>Start with the [10 Automations Every User Should Set Up](/how-to-guides/10-automations) for a curated list of the highest-impact automations.</Tip>

***

## Related Articles

<CardGroup cols={2}>
  <Card title="10 Must-Have Automations" icon="bolt" href="/how-to-guides/10-automations">
    Step-by-step setup for the essentials.
  </Card>

  <Card title="Agent Autonomy" icon="shield-check" href="/features/ai-agent/autonomy">
    What the agent can and cannot do on its own.
  </Card>

  <Card title="Customize Your Agent" icon="sliders" href="/how-to-guides/customize-agent">
    Control your agent's writing style and preferences.
  </Card>

  <Card title="iMessage Setup" icon="message" href="/how-to-guides/imessage-setup">
    Connect your phone to receive automation alerts.
  </Card>
</CardGroup>