6. Automation

What it is: Automation lets you schedule CODEXIS AI to perform a given task regularly on its own — for example, to check the documents in a folder every morning and alert you to any problems. You set it up once and it keeps running by itself according to the schedule.

Where to find it: In the left-hand menu Tools → Automation, then click the Create automation button.

Creating an automation involves three steps (you can see your progress at the top as "X of 3 steps done").

Step 1 — Agent and skills

Here you define what should run. First, choose the Automation type:

• Agent or skills — runs a prompt with a selected agent, or with one or more skills (you pick from the Select an agent… / Select skills… menu).
• Command — instead of an agent, you enter a command directly.

Step 2 — Details

Here you name and describe the task:

• Name (required) — what the automation will be called
• Description — an optional note about what the automation does
• Prompt (required) — the actual work assignment for the AI
• Working directory — the folder in which the agent should work

⚠️ Important note about the Prompt field: Write it as a work assignment, not as a scheduling request. Correct: "Check the documents in this folder and alert me to any problems." Wrong: "Every morning I want…" (you handle scheduling in step 3, not in the prompt).

Step 3 — Schedule

Here you set when and how often the task should run:

• Schedule (required) — the interval (e.g. Daily) and a specific Hour : Minute. Below the setting, a confirmation line appears: "Will run: At 09:00". Advanced users can use Edit manually (cron).
• Max. rounds (required) — the maximum number of AI steps before the automation must finish and return a result (default 20).
• Maximum credit budget — the estimated cap of credits for a single run. As the limit approaches, the automation finishes early. If you leave it empty, the budget is unlimited.

At the bottom there are three toggles:

• Active — turns the automation on/off
• Notify on successful completion — sends you a notification when it runs successfully
• Notify on failure — alerts you when an error occurs

Finish the setup by clicking the Save button.