Automation routines

Automation routines let you schedule any Tato prompt to run automatically and deliver the output directly to a Microsoft Teams chat and channel, email recipients, or a Tato chat — no manual trigger needed.

How it works

Instead of manually checking in on your project each morning, you can set up a routine that runs on a schedule and delivers results wherever your team works. Use routines for weekly risk summaries, upcoming milestone reminders, action item digests, or any recurring question your team asks regularly.

Routines are configured with three things: a trigger (when it runs), instructions (what Tato should do), and destinations (where the output goes). Once set up, they run automatically in the background.

Creating a routine

Navigate to Automations from the sidebar, or Cmd/Ctrl+K → "automations". Click Create now to open the routine editor and configure your first automation.

Trigger

Decide what triggers your automation. You can select from the following available triggers:

Time

Run the automation at a specific time, either daily, weekly, or monthly
Select a specific time to run the automation
Skip weekends if you only want the automation to run on weekdays

Meeting

Run the automation relative to a meeting, either when a meeting is created or after a meeting is finished
Use filters to run the automation for specific meeting types. You can chain multiple filters to make your trigger very specific:
- Name filters meetings based on their name — e.g. only run if the meeting name contains "Steerco"
- Organizer email filters meetings based on the organizer of the event — e.g. only run if the meeting organizer includes ben@tato.co
- Attendee emails filters meetings based on the attendees of the event — e.g. only run if vlad@tato.co was not in the meeting

Instructions

Write instructions for what the automation should do when it runs. You can use all of the same tools you use in Tato's chat, making this a very powerful capability. For example, you can ask Tato to search relative to the current date, look for specific RAID item types, and use skills from your projects and organizations.

Destinations

Set where you want the outputs of your automation to be delivered. You can set multiple output destinations, but currently all outputs must also be delivered within Tato's chat. The available output destinations are:

Microsoft Teams channel

Select one or multiple Teams channels to send this message to. You can also send it to yourself as a private message.

For the Teams integration to work, your workspace admin must have granted the appropriate Teams permissions. See Enabling permissions for how to grant them.

Email

You can send the output of a routine to as many email addresses as you would like all at once.

For the email output to work, your workspace admin must have granted the appropriate permissions. See Enabling permissions for how to grant them.

Scheduled and past automations

The Automations page gives you a full view of your automation setup:

Active routines

See all of the routines in your current project, their status, trigger, and destinations. You have a few options available for each routine:

Run now — run an automation at this very moment regardless of the trigger
Edit — edit the details of an automation
Activate/Deactivate — pause the execution of a routine without having to delete the routine itself
Delete — permanently delete the routine

Past

View a history of all routines that have been executed for this project, when they were executed, and where they were output to. You can also see routines that are currently being executed.

Clicking on a routine will show you details about the routine itself, including the output preview. You can copy the output, or view the chat to continue chatting with Tato.

The home page shows a snapshot of your automation activity:

The last routine that ran and its output
Your next upcoming routines so you always know what's coming

What's next

We're expanding automation routines with more trigger types — calendar events, meeting completions. If you have ideas or want to brainstorm automations for your team, reach out — we'd love to help.

Questions? Reach out at support@tato.co.