---
title: "Automate your first workflow — Rig guide"
description: "Turn a recurring question into a scheduled agent. Build automations conversationally in Claude or directly in the Rig app."
canonical: "https://rig.so/guides/automate-workflow"
format: markdown
---

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# 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

1. Automations \> **New Automation**.
2. Choose a template or **Blank Canvas**.
3. 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. |

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Step 8 of 10

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- [This page as HTML](https://rig.so/guides/automate-workflow)
- [Site map for language models](https://rig.so/llms.txt)
- [API and agent documentation](https://rig.so/developers)