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

# Automation Deep-Dive

> A hands-on workshop on making analysis run without you: scheduled playbooks that deliver reports, templates that batch one analysis across many entities, and feed agents that wa…

A hands-on workshop on **making analysis run without you**: scheduled playbooks that deliver reports, templates that batch one analysis across many entities, and feed agents that watch your data continuously, collaborate with each other, and post what matters.

Hands-on format: short modules, copy-paste prompts, checkpoints. **\~2 hours**.

## What you'll be able to do

<CardGroup cols={2}>
  <Card title="Your first playbook">Create, test with the 3-preview rule, schedule, deploy.</Card>
  <Card title="Prompts that survive autopilot">The four-part structure; date handling; sample-pinned formats.</Card>
  <Card title="Delivery">Slack, Teams, email — and follow-up questions in thread.</Card>
  <Card title="Templates">One playbook, N entities — batch execution from a backing table.</Card>
  <Card title="Feed agents">Watchers with editorial judgment that collaborate via @mentions.</Card>
  <Card title="Operate">Monitor, debug, own, and prune the automation estate.</Card>
</CardGroup>

<Note>
  **Prerequisite** — Assumes you're comfortable asking and refining questions with Ana — [**Self-Service Analytics**](/workshops/self-service-analytics/overview) (Modules 1–2) gets you there in 30 minutes.
</Note>

## Before you start

* A connected data source; for Module 5, write access to Feed and agents.
* Modules 1–3 are the playbook track; 4 extends it; 5 is the agent track; 6 operates both.
* Adapt anything in `[brackets]`.

<Warning>
  Details follow current docs at [docs.textql.com](https://docs.textql.com/core/how-it-works/playbooks).
</Warning>

<Accordion title="For facilitators — running this as a guided session">
  **T-minus-1-day pre-flight:** run the workshop's key prompts end-to-end in the session workspace — confirm logins, connectors, and the features this workshop touches are enabled for every attendee; have a fallback demo workspace ready in case a customer connector fails live. **Pacing:** when a long prompt is running (2–4 min), fire it first, then discuss the concept while Ana works — never watch a spinner in silence. If behind schedule, cut sections marked optional, never the checkpoints. **Group sessions:** attendees drive, you narrate; collect every miss or wrong answer in a shared doc — that list is the ontology backlog. With 10+ attendees on one warehouse, stagger the heavy prompts.
</Accordion>

<Note>
  **🤖 Prefer to have Ana run this workshop?** Open a thread with your data connected and paste the prompt below — Ana walks you through it on your own data, one step at a time. You run each prompt; she coaches. *(Air-gapped / VPC tenants where Ana can't reach the web: download [`ana-runner.md`](https://github.com/TextQLLabs/workshops/blob/main/automation/ana-runner.md) and paste its module list instead.)*
</Note>

```text Run with Ana theme={null}
Hey Ana — facilitate the "Automation" workshop with me in this thread, on the data connected here. Pull the steps from https://textqllabs.github.io/workshops/automation/ and run it interactively: look at my data first (2–3 lines), then go ONE module at a time. For each module, give ME the prompt to copy and run as my next message, tell me what to look for, then wait and coach me on my result. Start with what you see, then Module 0.
```

[**▶ Open in Ana — prompt loaded**](https://app.textql.com/chat/new?prefill=Hey%20Ana%20%E2%80%94%20facilitate%20the%20%22Automation%22%20workshop%20with%20me%20in%20this%20thread%2C%20on%20the%20data%20connected%20here.%20Pull%20the%20steps%20from%20https%3A//textqllabs.github.io/workshops/automation/%20and%20run%20it%20interactively%3A%20look%20at%20my%20data%20first%20%282%E2%80%933%20lines%29%2C%20then%20go%20ONE%20module%20at%20a%20time.%20For%20each%20module%2C%20give%20ME%20the%20prompt%20to%20copy%20and%20run%20as%20my%20next%20message%2C%20tell%20me%20what%20to%20look%20for%2C%20then%20wait%20and%20coach%20me%20on%20my%20result.%20Start%20with%20what%20you%20see%2C%20then%20Module%200.)

Ana fetches the steps from the link — no copy/paste of the workshop needed. (Air-gapped / VPC tenants where Ana can't reach the web: paste the module list from this workshop's [ana-runner.md](https://github.com/TextQLLabs/workshops/blob/main/automation/ana-runner.md) instead.)