> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trysight.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Getting Started with Automations
> Create, schedule, and enable your first automation from the Automations page or Agent chat.
## Prerequisites
Before turning on automations, make sure you have:
1. A site on a **Pro or Advanced** plan with available **AI credits**
2. A connected **[Google Search Console](/integrations/google-search-console)** property (required for Search Opportunity and Article Boost agents)
3. A connected **[CMS integration](/integrations/wordpress)** if you want created or refreshed articles to publish automatically
4. Opportunity data flowing — automations act on [Search](/ai-visibility/search-opportunities) or [AI](/ai-visibility/content-opportunities) queues
## Open the Automations page
1. Select your site from the workspace switcher
2. Click **Automations** in the left sidebar (`app.trysight.ai/automations`)
3. You'll see any existing automations for that site, plus buttons to create new ones
Automations are **per site**. Switch sites in the workspace switcher to manage automations for a different property.
## Create a template automation
The fastest way to get value is to start with a specialist agent template:
1. Click **New automation**
2. Choose **From template**
3. Pick a template — most teams start with **Search Opportunity Agent**
4. Configure the fields below
5. Click **Save** and toggle **Enabled** on
### Configuration fields
| Field | Description |
| ----------------------------- | -------------------------------------------------------------------------------------------------- |
| **Name** | A label for your automation (e.g. "Daily content gap articles") |
| **Instructions** *(optional)* | Extra guidance appended to the agent's built-in playbook — tone, score thresholds, topics to avoid |
| **Schedule** | When the automation runs (UTC). See [schedule options](#schedule-options) below |
| **End date** *(optional)* | Auto-disables the automation after this date |
| **Enabled** | Master on/off switch |
| **Notifications** | Email and/or Slack summaries when a run completes |
### Schedule options
Schedules use **UTC** and are evaluated every **15 minutes**. Pick from presets like:
* Every 15 minutes, hourly, every 6 or 12 hours
* Daily at 6 AM, 9 AM, 12 PM, or 6 PM UTC
* Weekdays at 9 AM or 6 PM UTC
* Weekly (Monday, Wednesday, Friday, Sunday, or Mon & Thu)
* Monthly (1st or 15th)
Choose **Manual only** to create an automation you trigger on demand (via **Run now** or Agent chat) without a recurring schedule.
Start with **every 24 hours** (daily at 9 AM UTC) for content agents. Increase frequency only after you've reviewed a week of activity logs and trust the agent's decisions.
## Create via Agent chat
You can also ask Sight AI Agent to set up an automation for you:
1. Open **Agent** in the sidebar (`app.trysight.ai/agent`)
2. Ask something like: *"Set up a weekly interlinking automation for this site"*
3. The agent proposes the automation — review the schedule, tools, and instructions
4. Confirm when prompted
Agent chat is especially useful for custom automations with a specific multi-step workflow.
## Run an automation manually
Even with a schedule, you can trigger a run immediately:
1. Open the automation on the **Automations** page
2. Click **Run now**
Manual runs respect the same credit checks and action budgets as scheduled runs.
## Recommended first setup
For most sites, this sequence works well:
Search and Article Boost agents need GSC data. [Connect GSC →](/integrations/google-search-console)
Schedule daily. Default budget: 2 articles per run. Clears your Content Gap backlog automatically.
Confirm the agent is picking sensible opportunities and not creating duplicates. [Monitoring guide →](/automations/monitoring-and-troubleshooting)
Once you have a content base, add Article Boost (refreshes) and Interlinking (internal links).
Without a CMS, articles are created in Sight AI but won't sync until you connect [WordPress](/integrations/wordpress), [Webflow](/integrations/webflow), or another integration.
## Outreach Agent setup
The Outreach Agent is **not** an automation and isn't set up on this page — it's configured entirely from the Inbox. It requires the **Advanced** plan plus a one-time setup:
1. Open the **[Inbox](/ai-visibility/outreach-inbox)** and click **Settings** in the header.
2. On the **Domain** tab, add and verify your **sending domain** and **Assign** it, then finish **Inbox setup** (Reply-To mailbox + forwarding relay) on the **Inbox** tab. Full walkthrough: [Outreach Email Setup](/ai-visibility/outreach-reply-tracking).
3. Under **Agent behavior**, add your context/guidance, voice, and daily send volume, then turn the agent **on**. It sends on a fixed Mon–Fri 9 AM ET schedule.
It works from the [Outreach Opportunities](/ai-visibility/outreach-opportunities) queue.
## Legacy agent migration
If you previously enabled specialist agents from an older Agents settings page, Sight AI automatically imports active agents as automations the first time you open the Automations page for that site. Your schedules and settings carry over — no action required.
## Next steps
* [Agent template reference](/automations/agent-templates) — defaults, budgets, and behavior for each specialist
* [Automation tools reference](/automations/automation-tools) — full custom automation tool catalog
* [Custom automations](/automations/custom-automations) — build your own from the tool catalog
* [Monitoring & troubleshooting](/automations/monitoring-and-troubleshooting) — activity logs, Slack/email notifications, common issues