---
title: Minis
description: 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.
url: https://salexhub.com/docs/automation/minis
type: how-to
area: automation
section: Automation
last_updated: 2026-11-14
prerequisites:
  - https://salexhub.com/docs/agent/ai-provider
related:
  - https://salexhub.com/product/minis
  - https://salexhub.com/platform/workflows
  - https://salexhub.com/docs/agent/autonomy
  - https://salexhub.com/docs/automation/workflows
tools:
  - minis.draft
  - minis.create
  - minis.update
  - minis.pause
  - minis.resume
  - minis.run_now
  - minis.archive
  - minis.purge
plans:
  - free
  - pro
  - business
  - enterprise
who: Every member, for Minis of their own.
---

# 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. [Plans](https://salexhub.com/pricing#compare)
>
> **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](https://salexhub.com/docs/agent/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.

---

The same page for people: https://salexhub.com/docs/automation/minis. Index of this site for agents: https://salexhub.com/llms.txt