Creating an automation
Click New Automation to open the setup form. It has three sections: Task, Schedule, and Configuration.Task
Name
Give the automation a name that describes what it does, for example “Daily Security Scan” or “Weekly API Audit”.
Prompt
Write the task prompt Neo will run on each execution. Be specific about the target, scope, and objective. If the automation is inside a project, it inherits project context from the project’s Settings automatically.
Schedule
Choose between Recurring and One Time. For recurring automations, set the Frequency (Daily, Weekly, etc.) and the Run time in UTC. The task fires at the configured time on each cycle. For one-time automations, set the date and time for a single future run.Configuration
- Agent: select which agent handles the task, or leave on Auto to let Neo pick the most appropriate one
- Model: choose a specific model or leave on Default
- Secrets: select any credentials the task needs from your saved secrets
- Files: attach files from your workspace that the task should have access to
Managing automations
The automations list shows each automation’s name, status (Active or Paused), frequency, and when it last ran. Use the search bar to find automations by name. Open any automation to see:- Latest run output: the most recent task result shown inline, with a View full task link to open the full task trace
- History panel: every past run listed by date and time, with a status indicator and a short run ID. Click any entry to review that run’s output.

