--- title: Automations | micro description: Scheduled AI agents, autofill, auto-add, enrichment, and meeting summaries — everything that runs automatically in Micro. --- 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. --- ## 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](/account/billing#ai-credits/index.md). ### 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. --- ## 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” --- ## 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](/using-micro/lists/index.md). --- ## 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](/using-micro/people-companies/index.md). --- ## 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](/using-micro/meeting-notetaker/index.md).