> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aibams.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Automation

> Streamline repetitive tasks by creating rule-based, AI-powered automation workflows across the Fusion Suite.

## What is AI Automation?

While *Autonomous Agents* operate independently to achieve complex goals, **AI Automations** (or Workflows) are strictly rule-based sequences. They follow a classic `If THIS happens, then do THAT` logic, but with the added power of AI to understand context, generate content, and make basic decisions along the way.

Automations are perfect for high-volume, predictable tasks like routing emails, generating standard responses, or sorting files.

***

## The Automation Builder

Access the builder by navigating to **FusionX → Automations**.

An automation consists of three core components:

1. **Trigger:** The event that starts the workflow.
2. **AI Step (Optional):** Where FusionX analyzes data or generates content.
3. **Action:** The final execution (sending an email, moving a file, etc.).

***

## Setting up an Automation

Let's build a common workflow: **Automatically categorizing and saving invoice attachments.**

<Steps>
  <Step title="Choose a Trigger">
    Click **Create Automation** and select the trigger app.

    * App: **MailX**
    * Event: **New Email Received**
    * Filter: *Condition: Has Attachment is TRUE*
  </Step>

  <Step title="Add an AI Step">
    We need AI to determine if the attachment is actually an invoice.

    * Action: **Analyze Document (FusionX)**
    * Prompt: *"Review the attached document. Is this an invoice or receipt? If yes, extract the Vendor Name and Total Amount. Format the response as JSON: `{"is_invoice": true/false, "vendor": "name", "amount": "number"}`."*
  </Step>

  <Step title="Add a Condition (Branching)">
    We only want to proceed if the document is an invoice.

    * Logic: **Condition**
    * Rule: *If `is_invoice` equals `true`*
  </Step>

  <Step title="Add the Final Action">
    Save the file to the correct folder.

    * App: **FileX**
    * Action: **Save File**
    * Destination: `Shared/Finance/Invoices`
    * Rename File To: `[Vendor] - [Amount] - [Date].pdf` *(Using variables extracted by the AI step)*
  </Step>
</Steps>

Once configured, click **Activate**. This workflow will now run silently in the background for every incoming email.

***

## Common Automation Templates

FusionX includes pre-built templates for common business use cases. You can activate these with one click from the **Automation Library**:

<CardGroup cols={2}>
  <Card title="Meeting Notes to Tasks" icon="list-check">
    **Trigger:** File uploaded to 'Meeting Notes' folder.<br />
    **Action:** AI extracts action items and drafts an email assigning them to the relevant team members.
  </Card>

  <Card title="Lead Routing" icon="route">
    **Trigger:** New contact form submission on WebX.<br />
    **Action:** AI analyzes the inquiry, determines if it's High/Low priority, and forwards it to the correct sales rep.
  </Card>

  <Card title="Weekly Report Generator" icon="chart-bar">
    **Trigger:** Scheduled (Every Friday at 4 PM).<br />
    **Action:** AI summarizes the week's closed support tickets from MailX and saves a PDF report to FileX.
  </Card>

  <Card title="Translation Auto-Reply" icon="language">
    **Trigger:** Email received in a foreign language.<br />
    **Action:** AI translates the email to English for you, drafts a reply in the original language, and saves it as a Draft.
  </Card>
</CardGroup>

***

## Monitoring and Debugging

### Run History

Every time an automation triggers, it creates an entry in the **Run History** tab.

If an automation fails (e.g., an email didn't have an attachment, or the AI couldn't extract the requested data), the Run History will show a **Failed** status.

### Viewing Error Logs

Click on a failed run to view the execution trace. It will show exactly which step failed and provide an error message (e.g., *Error: Destination folder 'Invoices' does not exist in FileX*), allowing you to quickly fix the configuration.

***

## Automation Limits

Depending on your plan, there are limits to how many automations you can have active and how many times they can run per month.

| Plan         | Active Automations | Runs / Month |
| ------------ | ------------------ | ------------ |
| Early Access | 10                 | 5,000        |
| Professional | 50                 | 25,000       |
| Enterprise   | Unlimited          | Unlimited    |

*Note: A single "Run" consumes 1 AI Request from your monthly quota.*