Automation Templates
Automation Templates let you define reusable multi-step workflows that Chiro executes on your behalf — triggered manually, on a schedule, by an operational insight, or by an incoming connector event.
What you can automate
Templates compose the same actions Chiro already performs:
- Create tasks
- Send emails (with approval)
- Post messages to Slack
- Call tools on your registered MCP servers
- Search the web
Each step can have parameters substituted at run time using {{variable_name}} placeholders.
Trigger types
| Trigger | When it fires |
|---|---|
| Manual | When you click "Run" in the template dashboard |
| Scheduled | On a cron schedule (e.g. every Monday at 9 AM) |
| Insight-triggered | When Chiro detects a specific operational insight (stalled work, pending approval, etc.) |
| Event-triggered | When a connector event of a specific type is ingested |
Setting up templates
- Open your organisation workspace and go to Organization → Model
- Scroll to Automation Templates
- Click Add from catalog to browse pre-built templates, or create a new one from scratch
- For catalog templates: click Add to copy the template into your workspace; then edit it to suit your setup
- Set the template to Active when you're ready for it to run
Pre-built catalog templates
Achiral ships three ready-to-use templates:
Weekly Ops Digest
- Trigger: Every Monday at 9 AM
- What it does: Posts a Slack message when Chiro has detected new operational insights that week
- Parameters:
slack_channel(default:#general)
Stalled Work Nudge
- Trigger: When Chiro detects a stalled-work insight
- What it does: Automatically notifies your team on Slack
- Parameters:
slack_channel(default:#team)
New Customer Onboarding
- Trigger: Manual
- What it does: Creates a setup task, sends a welcome email (requires approval), and notifies the team on Slack
- Parameters:
customer_name,customer_email,plan,slack_channel
Approval gates
Steps that use actions requiring human approval (such as send_email) pause the run. The run resumes automatically once the action is approved through the normal approvals flow.
The run history shows each step's status with colour-coded indicators: green (completed), orange (awaiting approval), red (failed).
Run history
Click the expand arrow on any template to see the last five runs with per-step status. Runs older than 90 days are automatically cleaned up.
Parameters
When running a manual template, you're prompted for any required parameters. Optional parameters that aren't filled in use their default values.
Parameter substitution uses {{param_key}} placeholders inside step params. For example, a send_email step with "to": "{{customer_email}}" will use the value you provide at run time.
Safety
- Templates running from event or insight triggers include a recursion guard: if the same template is already in progress for your organisation, a new trigger is ignored to prevent infinite loops
- Each step's
onFailuresetting controls whether the run stops, continues, or skips the step on error - All actions performed by automation templates are logged in the Action History with full audit details
Reviewed 2026-05-09 for Achiral AI v3.7.1.