Add an automation
add_automationUse this when the user wants Winquill to do something on its own, again and again: add strong fits to the pipeline, remind people of sprint steps, check a bid before it closes, say what a buyer changed, or send a morning shortlist or a report. Makes one from the library, saved off. Read its rules back to the user; it runs only once turned on with turn_on_automation. Automations never submit a bid, write to a buyer or email anyone outside the team. Needs a Winquill account. Example: {"template":"morning_shortlist"}
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| asked | No | What the user asked for, in their words. | |
| changes | No | What the user asked to change from the library's version. | |
| template | Yes | The library automation to make: morning_shortlist (Morning shortlist: Each weekday, the best new fits, each with a line on why it fits.); strong_fit (Strong fit to pipeline: Adds strong fits to the pipeline, checks readiness and gives out the bid call.); change_guard (Change guard: Says what a buyer changed and moves the sprint's dates to a new deadline.); renewals (Certificates and renewals: 60, 30 and 7 days before a certificate, policy or registration runs out.); sprint_autopilot (Sprint on autopilot: Reminds whoever has a step two working days before it's due, and says when one is late.); pre_submission (Pre-submission check: 72 hours out: word limits, gaps and open steps. 24 hours out: is it in?); award_debrief (Award and debrief: Says who won when the award is published, and drafts a request for feedback.); weekly_report (Weekly pipeline report: Mondays: pipeline value, bids due, results and anything overdue.). | |
| workspace | No | The Winquill workspace to use, by name, when the user is in more than one, e.g. "Northbridge Services". |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| link | No | ||
| history | No | ||
| library | No | ||
| summary | Yes | ||
| wouldHave | No | What it would have done over the last 30 days. | |
| automation | No | ||
| automations | No | ||
| suggestions | No |