Automations

What it is

Automations run on a schedule — for example a weekly summary of open commitments to a Slack channel.

What it's for

Routine updates happen without anyone remembering to send them.

How to use it

1. Ask Nexa in chat: "Every Monday at 9, send #sales what's due this week" and confirm.
2. Or open Automations to see and manage your schedules.
3. For a recurring reminder, ask "Remind Karim every Sunday at 9 to send the report", or use Automations → New automation and pick who it is For. Each time it runs, that person gets a notification in Nexa and an email.
4. Monthly schedules run on a day from 1 to 28, or on the last day of every month («آخر كل شهر», "at the end of every month").
5. Pause or delete a schedule any time.
6. Open Run history to see each run. Not confirmed means the message left Nexa and no answer came back: Nexa does not send it again by itself, so it never arrives twice — check the channel or inbox. The schedule shows Check last run until a later run goes through.
7. To be told when something happens, open Automations → Event-driven → New rule and choose When (a commitment goes past its date, a commitment's date is moved, a customer turns at-risk) and who to Tell (the person who holds it, or you). Before you create it, Nexa shows how often it would have told you in the last 7 days. A rule covers only work and customers you can see, starts from the moment you make it, and sends a notice inside Nexa — never to a channel.

Tips

• Start with one weekly summary; add more once the team relies on it.

Good to know

• Automations only use what their creator can open, and sending to Slack needs Slack connected.