Minis
Set up a Mini once and it does its job on a schedule or when something changes, then reports to you in the app or by email.
Availability: Available on every plan. Each person keeps up to 50 live Minis. Every run spends AI credits. Compare plans
Who can do this: Every member, for Minis of their own.
A Mini is a job you set up once: what to do and when. Each time it wakes, the Agent does the work as an AI task and reports what it found.
Make a Mini#
Open Minis#
Choose Minis in the menu, then New Mini. In the chat, the Minis sit above your conversations in the rail.
Describe the job#
Under What should a new Mini do?, say in your own words what to look at, when, and what to tell you, then Set it up. Check How it understood you and Wakes, give it a name, and create it. Setting it up this way costs a few AI credits.
To spend none, choose Start from an idea and pick a ready Mini.
Check its settings#
On the Mini's page, Edit settings opens its Name, What it does on each run, When it wakes, What it may do on its own and Where it reports.
Ready Minis#
Each is offered where the organization has its records: the first four need deals.
| Mini | When it wakes | What it reports | On its own |
|---|---|---|---|
| Monday pipeline | Every Monday at 09:00 | The open deals that need a call this week, and why | Reads and reports |
| Morning brief | Every weekday at 08:00 | What needs you first today | Reads and reports |
| Quiet deals | When a deal has had no activity for 14 days | What happened last and the next step | Reads and reports |
| Deal stage moves | When a deal changes stage | What moved it, and what to do next | Proposes changes |
| New contacts | When contacts are added | Who they are, and what is missing on them | Proposes changes |
When it wakes#
| Choice | How it works |
|---|---|
| On a schedule | Every 1, 2, 3, 4, 6, 8 or 12 hours, on chosen days of the week at a time, or on a day of the month (1 to 28, or Last day). Times are on the quarter hour. |
| When something happens | The same events a workflow starts on, such as a record created or a property changed. Events that arrive together can be gathered into one run, 5, 15 or 60 minutes after the first. |
| When records enter or leave a set | A saved view, records with no activity for a number of days, or both. The set is checked every hour; the first check only notes what is in it. |
| When a goal's pace changes | Goals are measured every day. It wakes when the goal moves between on pace, at risk and off pace. |
| Only when I run it | Never on its own. |
Run now runs any live Mini once, outside its wake.
Where its reports arrive#
Every run lands in the Mini's own thread, on its page, with what it found first. Reply there to change the job, for example Make your report shorter or Only on weekdays.
Under Where it reports, choose In the app (a notice that opens the report), By email (an email for every run), or both. Each run in Its runs says what woke it, how it ended, its AI credits and where the report went.
What it may do on its own#
A Mini you make runs as you, under your rights, and sees only what you can see. It either Reads and reports or Proposes changes. A proposed change comes to you as a card in its thread, and nothing changes until you approve it. Your own Mini never acts on its own, whatever the Agent's autonomy mode.
Pause, archive or delete#
- Pause stops it waking until you Resume. A paused Mini does not run, even with Run now.
- Archive stops it and moves it to the archived Minis. Restore brings it back as it was.
- Delete, on an archived Mini, removes it for good.
AI credits#
Every run is an AI task that spends AI credits, shown on the run and under AI tasks. A ready Mini costs nothing to set up; a described one costs a few credits once. A Mini runs only while AI is on in the organization: see Connect an AI provider.
Questions#
Can the Agent set one up for me? Yes. Ask in the chat, for example to tell you every Monday which deals need a call. It drafts the Mini, and creating it is a card you approve.
A Mini or a workflow? A workflow runs fixed steps on one record the moment something happens. A Mini reads across your records on a clock or an event and tells you what it found.