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.
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.
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
- Click Automations in the sidebar
- Click New Automation and choose from a template or start from scratch
- Write instructions for what the AI should do
- Set a schedule and enable it
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 |
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 |
Run History
Click the Runs tab to see past automation runs. Each run shows:
- 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.
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:
- Open a list and go to Settings → Automations
- Toggle Update properties on
- Configure which properties should autofill and add optional instructions for each
- Choose which email types trigger autofill (emails from you, from humans, from anyone)
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”
Auto-Add
Auto-Add automatically adds records to your lists based on your email and calendar activity.
- Open any list and click Auto-Add in the toolbar
- Describe who or what should be added (e.g., “Anyone I exchange more than 3 emails with”)
- 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.
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.
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. 
