Automations let you schedule recurring tasks so the Assistant handles them without you having to remember. Set one up by describing what you want in chat — the Assistant takes it from there and runs it on the schedule you set.
This feature is in Beta. Request to join the waitlist for access.
What automations can do
Automations run on a time-based schedule. When describing what you want, it helps to include:
What it should do — summarize photos, post a reminder, create a report
When it should run — every Friday at 4 PM, every weekday at 9 AM
Where it should live — which Project it should run in, if applicable
A few examples of what you can set up:
"Post a weekly progress summary every Friday at 4 PM on the Walker Remodel project"
"Remind my team to clock in every weekday at 9:15 AM on the 1887 Donald Street project"
"Every Monday morning, summarize new photos and completed tasks across all active jobs"
Once an automation is running, it appears on your Automations tab with its trigger, last run time, and next scheduled run.
On the web
Note: Only Admins and Managers can access the CompanyCam Assistant.
Creating an Automation
Log in to CompanyCam > click Assistant in the left-hand navigation > click the Automations tab.
Click New automation in the upper-right corner to open a new chat.
Describe what you want the Assistant to automate, when you want it to run, and where the output should go. The Assistant will confirm the details and may ask clarifying questions before setting it up.
Once confirmed, the automation appears in your Automations tab and runs on its scheduled trigger.
Viewing Automation details
Click any Automation on the Automations page to see its details — including the trigger, last run time, next scheduled run, and total number of runs since it was created. You'll also see a plain-language description of what the Assistant does when it runs, and a log of recent runs.
To manually trigger an automation outside its schedule, click Run now in the upper-right corner.
Click All Automations in the upper left to return to the full list.
Editing an Automation
To edit an automation, open the Assistant chat and describe the change you want to make. For example: "My weekday clock-in reminder — I want that to go out at 8 AM instead of 9 AM." The Assistant will update the schedule or prompt.
Deleting an Automation
Click the ... menu next to the automation and select Delete automation. This permanently removes it.
In the app
Creating an Automation
Tap the ✨ button on the Home or Project screen to open a new chat. Describe what you want the Assistant to automate, when you want it to run, and where the output should go. The Assistant will confirm the details before setting it up.
Note: If you tap ✨ from a Project screen, the Assistant will assume you want the Automation to apply to that Project. Tap ✨ from the Home screen if you want it to run across all your jobs.
Viewing your Automations
Tap the hamburger menu (≡), then tap Automations to see your active automations.
Note: The mobile Automations view shows each Automation's description and next run time. To see past runs and additional details, view your Automations on the web.
Editing an Automation
Tap the ✨ button to open a new chat and describe the change you want to make. For example: "My weekday clock-in reminder — I want that to go out at 8 AM instead of 9 AM." The Assistant will update it.
Deleting an Automation
Tap the hamburger menu (≡), then tap Automations. Tap the trash icon on the Automation you want to remove.
Important: Deleting an Automation permanently deletes it. They cannot be recovered.
FAQs
Can automations run based on something that happens in CompanyCam?
Can automations run based on something that happens in CompanyCam?
Not yet. Automations currently run on a time-based schedule only — for example, every Friday at 8 AM. Trigger-based Automations, like running when a Project is labeled or a task is completed, aren't available yet.
Can other Admins or Managers see my automations?
Can other Admins or Managers see my automations?
Other Admins or Managers cannot see your automations. Automations are only visible to the User who created them.
Is there a limit to how many automations I can create?
Is there a limit to how many automations I can create?
There isn't a limit to the number of Automations you can create.
What happens when an automation runs?
What happens when an automation runs?
When an Automation runs, the Assistant performs the task you described on the schedule you set. You can see the last run time and next scheduled run on your Automations page.
💡 Need more help?
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