Automate your first workflow

Turn a recurring question into a scheduled workflow that runs on its own. You can build the automation conversationally inside Claude, or directly in the Rig app, whichever fits how you work.

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.