Accessing the Automation Hub
Click Automation Hub in the left sidebar to open the hub page. From here you can view all workflows, check recent execution history, and launch the visual automation editor.Automation Hub access requires either an admin role or explicit permission granted by your admin. If you do not see the Automation Hub in your sidebar, contact your organization administrator.
Creating a Workflow
From the Automation Hub page, click Create Workflow to open the visual flow editor. The editor provides a drag-and-drop canvas where you build your automation step by step.
Every workflow starts with a trigger — the event that kicks off the automation. Two trigger types are available:
Schedule
Run the workflow on a recurring schedule: every N minutes, hourly, daily, weekly, or with a custom cron expression.
Webhook
Run the workflow when an external system sends an HTTP request to a unique webhook URL generated for the flow.
Select the trigger type and configure its settings (for example, a daily schedule at 9:00 AM, or a webhook that accepts JSON payloads).
Each action step can reference data from the trigger or from previous steps, letting you chain actions together into complex flows.
Monitoring Executions
The Automation Hub page shows a history of recent executions for each workflow. Click on any execution to see detailed logs including:- Trigger data (the payload or schedule event that started the run)
- Each action step’s input, output, and status (succeeded or failed)
- Timestamps and duration for every step
Using Automation Tools in Chat
RelayHub’s AI assistant can interact with your automations directly in chat through three built-in tools:| Tool | What It Does |
|---|---|
| manage_automation | List, create, activate, deactivate, or delete workflows from chat |
| trigger_automation | Run a specific workflow on demand with optional input data |
| check_automation_status | Check the status of a workflow or a specific execution, view run history and logs |
- “Show me all my active automations”
- “Run the daily report workflow now”
- “What happened on the last run of the inventory sync?”
Inbound Webhooks: Automation to Chat
Workflows can send results back into RelayHub conversations using the Send Chat Message or Send Workspace Message actions. Messages arrive in real time via WebSocket and appear as automation-tagged entries in the conversation, clearly distinguished from human and AI messages. This enables patterns like:- A scheduled workflow that queries an external CRM every morning and posts a summary of new leads into a team workspace
- A webhook-triggered flow that receives alerts from a monitoring system and relays them into a dedicated RelayHub chat channel
- A file processing pipeline that ingests documents from an external source and notifies the team when analysis is complete
Next Steps
- File Hub — Learn how imported and ingested files are managed
- Chat Basics — See how automation messages appear in conversations
- AI Agents — Combine agents with automations for advanced workflows