In Claude
Describe the workflow to Claude with Rig connected. Claude proposes a Rig automation, the data sources, transformations, and outputs, and you confirm or refine before it ships.
In Rig
🧱Whether you build an automation on your own or use Claude to prompt one, Rig automations are a visual canvas: chain nodes together so data flows step-by-step.
Create a new automation
- Automations > New Automation.
- Choose a template or Blank Canvas.
- Pick a trigger:
- Manual
- Schedule (hourly, daily, weekly, biweekly, monthly, timezone-aware)
- Query Check (only runs when query returns rows)
- Webhook (HTTP POST)
Node types (cheat sheet)
| Node | What it's for |
|---|---|
| Deterministic Query | Explicit, reproducible data pulls (auditable numbers). |
| Iterator | Run logic once per row (e.g. account-by-account summaries). |
| Agentic Researcher | Exploration and synthesis when you're not sure which tables to use. |
| Reporter | Turns gathered data into a readable narrative with a prompt file. |
| Integrator | Push to Slack, Notion, HubSpot, or REST API. |
| Skill | Run a playbook defined in Claude or Cursor (MCP client) as part of the workflow. |
| Internal Query | Query Rig's own context layer and metadata graph. |