Automate tasks and schedules with AI

Automations

An Allows you to schedule a specific task to be performed at a specific time by an Assistant. For example, sending a weekly summaty of changes on competitor websites.

Automate tasks and schedules with AI

See it in action

Automated reports and insights based on data from multiple sources
AI-generated or custom messages – full flexibility
Send results to your preferred communication channels
Full control over analysis with advanced AI prompts
Automatic comparison with previous reports

Build custom interfaces for AI-generated content

Generators let you design dedicated interfaces that guide users through structured input instead of writing open-ended prompts.
They’re perfect for building repeatable, reliable AI workflows — like content briefs, email generators, or internal tools for your team.

  • > Monitor a landing page and generate a summary when any text or structural change is detected
  • Track fluctuations in traffic or bounce rate in Google Analytics and receive a daily update
  • > Be alerted when there's a drop in search performance in Google Search Console
  • Or store the report on a CogniVis Docs page for later reference

All changes are detected automatically and turned into actionable insights by your Assistant.

AI-generated or custom messages – full flexibility

You decide how the automation should communicate results.
You can either:

  • Let AI analyze the data and generate a human-like summary or action plan
  • Or write your own message template that will be used every time the automation is triggered

This gives you full control over tone, clarity, and purpose of each automated message.

Send results to your preferred communication channels

Once the automation is triggered and the message is ready, choose how you want to distribute it.
You can send the results to:

  • > A teammate via Slack
  • A broader group via WhatsApp
  • > Yourself via email
  • Or store the report on a CogniVis Docs page for later reference

Each channel can be configured based on the context and audience of your automation.

Full control over analysis with advanced AI prompts

With system and task prompts, you define exactly how AI should behave.
For example:

  • System Prompt: “You are an analytics expert summarizing web traffic reports”
  • Task Prompt: “Compare this week’s traffic with last week’s, highlight percentage changes and suggest possible reasons”

This allows you to tailor the tone, structure, and focus of the automation output – even across different automations. With system and task prompts, you define exactly how AI should behave.

Automatic comparison with previous reports

Enable comparison mode for your monitors and let the automation track historical changes.
For instance:

  • Automatically list what content on a webpage was added, removed, or updated
  • Highlight shifts in KPI metrics in a visual format
  • Flag key differences between two reports for quick review

This makes trend tracking and anomaly detection effortless.

Automations FAQ

What’s the difference between an Automation and a regular Assistant?

An Automation is a background process that runs on a schedule or trigger, using an Assistant to analyze data and send results. Unlike a regular Assistant, it doesn’t engage in conversations – it executes tasks automatically.

Can I choose how often an Automation runs?

Absolutely. Automations can run hourly, daily, weekly, monthly, or on an exact date. You have full control over the timing.

Can Automations send reports automatically to my team?

Yes, you can send results to email, Slack, WhatsApp, or publish them on a CogniVis Docs page. The distribution is fully automated.

Can I use my own message instead of AI-generated content?

Yes. You can choose to write a custom message that will be sent every time the Automation runs. This gives you full control over the output format.

Can I use advanced prompts to control how the AI analyzes data?

Yes. With system and task prompts, you can guide the Assistant to summarize, compare, or highlight specific insights according to your needs.

Will the Automation notify me if nothing has changed?

Only if you enable it. There’s an option to receive reports even when no changes are detected – perfect for consistent monitoring.

Can I compare current data to previous reports?

Yes. Automations can compare current and past data for web pages and other sources, and highlight key differences automatically.

Do I need coding skills to set up Automations?

Not at all. Automations are fully no-code – just pick a source, define the prompt, set the schedule, and choose where the results go.

Can I run Automations for multiple Assistants?

Yes! You can create different Automations for different Assistants, each focused on a specific task, source, or audience.

Can I choose different output formats for different Automations?

Yes, each Automation can have its own output method and format — one can send plain-text summaries via email, another can post structured reports to Slack, and another can update a CogniVis Docs page.