Automations

Micro automates repetitive work so you can focus on what matters. From scheduled AI agents to automatic property updates, everything runs based on your connected account activity.

Note

All automations run based on your connected account’s activity — your emails, your calendar, your meetings. They do not trigger based on your teammates’ activity, even on shared lists. Each team member’s automations run independently.

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Automations

Automations are scheduled AI agents that run tasks for you on a recurring basis. Find them in the Automations tab in the sidebar.

Creating an Automation

1. Click Automations in the sidebar
2. Click New Automation and choose from a template or start from scratch
3. Write instructions for what the AI should do
4. Set a schedule and enable it

Daily Orchestrator

The Daily Orchestrator is the brain of your automation setup. It runs at 4:44 AM every morning, reads your memory and context docs, scans the next 24 hours, and queues up exactly what you need:

• Meeting prep for everyone you’re seeing that day
• Follow-up drafts for emails that need a response
• Deal alerts for anything that’s gone stale
• Research briefings on people and companies relevant to your day

By the time you open Micro, your morning briefing is already waiting. Install it from the Automations tab or Marketplace.

Templates

Automations come with templates organized by category:

• Productivity — Daily briefings, task summaries, inbox cleanup
• Email — Follow-up reminders, outreach sequences
• Pipeline & CRM — Pipeline updates, stale deal alerts
• Sales — Lead research, deal progress reports
• Fundraising — Investor research, pipeline summaries
• Investing — Deal flow monitoring, portfolio updates
• Hiring — Candidate research, pipeline status
• Research & Intelligence — Market research, competitor tracking

Schedule

Configure when automations run:

Schedule	Description
Once	Runs a single time at a specified date and time
Daily	Runs every day at the same time
Weekly	Runs on a specific day each week
Monthly	Runs on a specific day each month
Manual	Only runs when you click Run Now

Set the time and timezone for each automation.

Model Tier

Choose the AI model tier for each automation:

Tier	Best for
Fast	Simple tasks like summaries and reminders
Standard	Most automations — research, analysis, updates
Pro	Complex multi-step tasks requiring deep reasoning

AI Credits

All AI features — including automations, chat, and on-demand autofill — consume credits from your monthly allowance. You can check your remaining credits in Settings → Billing.

Note

If you hit your credit limit, automations will be skipped until your credits reset. Learn more in Billing.

Run History

Click the Runs tab to see past automation runs. Each run shows:

• An AI-generated descriptive title summarizing what the run did
• When it ran
• A preview of what the AI did
• Whether it succeeded or failed

Click a run to see the full AI conversation and output.

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AI Autofill

AI Autofill keeps your properties current by filling them with relevant information — either automatically in the background or on-demand when you trigger it.

Automatic Autofill

Runs in the background whenever new emails, calendar events, or meeting summaries come in. Updates all enabled properties at once based on the new context.

To set up:

1. Open a list and click the Autofill button in the header (or go to Settings → Automations)
2. Toggle Update properties on
3. Configure which properties should autofill and add optional instructions for each
4. Choose which email types trigger autofill (emails from you, from humans, from anyone)

Autofill now works on all record types including deals.

Examples:

• Deal stage — Moves from “Discovery” to “Proposal” when you send pricing
• Next steps — Extracts follow-up actions from a meeting summary
• Email labels — Categorizes incoming emails as “Investor”, “Customer”, “Personal”

On-Demand Autofill

Click the magic wand icon on any property to fill it instantly. Unlike automatic autofill which reacts to new activity, on-demand autofill actively researches — searching the web, your emails, calendar, enrichment data, and more to find the right value.

Where to trigger it:

• Sidebar — Click the magic wand icon next to any property in a record’s detail panel
• Grid view — Click the magic wand icon in any column header to autofill that property

What data it uses:

Data source	Examples
Web search	Company websites, LinkedIn profiles, Crunchbase, news articles
Your emails	Conversation history, deal terms, relationship context
Calendar	Meeting history, attendees, notes
Enrichment data	Contact and company data already in Micro

Autofill Instructions

Add instructions to any property to guide the AI. For example:

• A “Priority” select with: “High if they’re a Series A+ VC, Medium if angel, Low if other”
• A “Next Steps” text field with: “Always include a specific date and action”

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Auto-Add

Auto-Add automatically adds records to your lists based on your email and calendar activity.

1. Open any list and click Auto-Add in the toolbar
2. Describe who or what should be added (e.g., “Anyone I exchange more than 3 emails with”)
3. The AI monitors your activity and adds matching records automatically

Examples:

• Add anyone you have a meeting with to your “Network” list
• Add companies that book a demo to your “Prospects” list
• Add people who reply to your outreach to your “Engaged” list

Learn more about Auto-Add in Lists.

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Enrichment

When contacts and companies are added to Micro — whether manually, via email sync, or through Auto-Add — they are automatically enriched with data from external sources:

• Contact data — Job title, company, social profiles, other email addresses
• Company data — Industry, employee count, total funding, last funding round, location

Enrichment runs automatically in the background. No setup required.

Learn more in People & Companies.

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Meeting Summaries

When you enable meeting recording, Micro automatically generates summaries after each call with key points, action items, and a full transcript.

• Enable recording in Settings → Meeting Recording
• Choose which meetings to record (all, external only, or none by default)
• After each call, the event page shows Summary, Transcript, and Notes tabs
• Action items can automatically create tasks

Learn more in Meeting Recording.