An automation is a piece of work plus a schedule. "Every Monday at 9, check for supplier price changes since last week and summarize what moved" is an automation. It does exactly what it would do if you asked for it by hand, on the day and time you picked.
Automations only ever see what the person who set them up can see. If that person loses access to something, the automation loses it too.
A piece of work plus a scheduleDescribe the work once, then pick how often it should happen.
Runs on the day and time you pickIt does exactly what it would do if you asked for it by hand.
Sees only what its owner can seeAn automation is limited to the access of the person who set it up.
Daily spending ceilingEach automation carries its own limit on what it can spend in a day.
System Connection: Access is worked out at the moment an automation runs, not the moment it was created. If the person who owns it loses access to something between one run and the next, the automation loses it too.
1
Open Automations
Open Workspace → Agents → Automations (when Automations is enabled for your org).
2
Name it and describe the work
Give the automation a name, then describe what you want done.
3
Pick how often
Choose the schedule it should run on, for example every Monday at 9.
4
Review and confirm
Press Review to see the summary card. Nothing is created until you confirm it.