How do automations work?
Automations run the same tasks you'd normally do in Chat, but on autopilot — on a schedule or in response to events.
What's the point of automations?
If you find yourself asking Novica the same thing every day — like "What were yesterday's sales?" — you shouldn't have to keep asking. Set up an automation and it runs for you.
- Get a daily sales summary every morning at 9am
- Get low-stock alerts every 6 hours
- Get a weekly traffic report every Monday
- Get notified when a high-priority support ticket comes in
What are skills?
Skills are the building blocks of automations. A skill is a saved instruction that tells Novica how to do a specific task.
- Name — something descriptive like "Daily Sales Summary"
- Instruction — the detailed prompt (what to pull, how to format it)
- Integrations — which tools it needs (Shopify, GA4, etc.)
You can create skills two ways:
- From Chat — ask a question you like, then click "Save as Skill" to capture the pattern
- Manually — go to Automations → Skills → Create Skill
How do I create an automation?
1
Go to Automations
Navigate to Automations and click "Create Automation".
2
Pick your skills
Choose one or more skills. Each skill becomes a step that runs in order.
3
Set a trigger
Choose when it should run:
- Manual — you click a button to run it
- Schedule — daily, weekly, hourly, or a custom cron expression
- Event — when something happens (new order, new ticket, etc.)
- Webhook — triggered by an external HTTP request
4
Enable it
Toggle the automation on. You can also run it manually first to test.
What are some real automations I can set up?
Morning sales digest
- Trigger: Every day at 9am
- What it does: Pulls yesterday's sales from Shopify — total revenue, order count, top products, and comparison to the day before
- Why: Start your day knowing exactly how the store performed
Low stock alert
- Trigger: Every 6 hours
- What it does: Checks Shopify inventory, flags anything below 10 units, suggests reorder quantities
- Why: Never get caught off guard by stockouts
Weekly traffic report
- Trigger: Every Monday at 10am
- What it does: Pulls GA4 data — traffic by source, top pages, conversion rate, week-over-week comparison
- Why: Spot trends without logging into Google Analytics
Abandoned cart follow-up check
- Trigger: Daily
- What it does: Checks Klaviyo flow performance for your abandoned cart sequence — open rate, click rate, recovery rate
- Why: Know if your recovery emails are actually working
Support escalation summary
- Trigger: End of day
- What it does: Pulls all Gorgias tickets still open, sorted by wait time. Highlights anything waiting over 24 hours
- Why: Make sure nothing falls through the cracks
How do I know if an automation ran?
- Go to the Activities tab on the Automations page
- You'll see every run with its status: running, complete, or failed
- Click any run to see step-by-step logs — what the agent did, what data it pulled, how long each step took
What if an automation fails?
- Check the step logs to see exactly where it broke
- Common causes: an integration got disconnected, the data format changed, or a rate limit was hit
- Fix the issue and the next scheduled run will pick up normally
Tips
- Test in Chat first. Get the answer you want in Chat, then save it as a skill and automate it
- Keep skills focused. One task per skill is more reliable than a skill that tries to do 5 things
- Start with daily, adjust later. You can always change the schedule once you know how useful the output is