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app/automations.md +24 −13

Details

2 2 

3Automate recurring tasks in the background. Codex adds findings to the inbox, or automatically archives the task if there's nothing to report. You can combine automations with [skills](https://developers.openai.com/codex/skills) for more complex tasks.3Automate recurring tasks in the background. Codex adds findings to the inbox, or automatically archives the task if there's nothing to report. You can combine automations with [skills](https://developers.openai.com/codex/skills) for more complex tasks.

4 4 

5Automations run locally in the Codex app. The app needs to be running, and the5Automations run in the background in the Codex app. The app needs to be

6selected project needs to be available on disk.6running, and the selected project needs to be available on disk.

7 7 

8In Git repositories, each automation run starts in a new8In Git repositories, you can choose whether an automation runs in your local

9[worktree](https://developers.openai.com/codex/app/worktrees) so it doesn’t interfere with your main9project or on a new [worktree](https://developers.openai.com/codex/app/worktrees). Both options run in the

10checkout. In non-version-controlled projects, automations run directly in the10background. Worktrees keep automation changes separate from unfinished local

11work, while running in your local project can modify files you are still

12working on. In non-version-controlled projects, automations run directly in the

11project directory.13project directory.

12 14 

13![Automation creation form with schedule and prompt fields](/images/codex/app/create-automation-light.webp)15You can also leave the model and reasoning effort on their default settings, or

16choose them explicitly if you want more control over how the automation runs.

17 

18![Automation creation form with schedule and prompt fields](/images/codex/app/codex-automations-light.webp)

14 19 

15## Managing tasks20## Managing tasks

16 21 


18 23 

19The "Triage" section acts as your inbox. Automation runs with findings show up there, and you can filter your inbox to show all automation runs or only unread ones.24The "Triage" section acts as your inbox. Automation runs with findings show up there, and you can filter your inbox to show all automation runs or only unread ones.

20 25 

21When an automation runs in a Git repository, Codex uses a dedicated background [worktree](https://developers.openai.com/codex/app/features#worktree-support). In non-version-controlled projects, automations run directly in the project directory. Consider using Git to enable running on background worktrees. You can have the same automation run on multiple projects.26For Git repositories, each automation can run either in your local project or

27on a dedicated background [worktree](https://developers.openai.com/codex/app/features#worktree-support). Use

28worktrees when you want to isolate automation changes from unfinished local

29work. Use local mode when you want the automation to work directly in your main

30checkout, keeping in mind that it can modify files you are actively editing.

31In non-version-controlled projects, automations run directly in the project

32directory. You can have the same automation run on multiple projects.

22 33 

23Automations use your default sandbox settings. In read-only mode, tool calls fail if they require modifying files, network access, or working with apps on your computer. With full access enabled, background automations carry elevated risk. You can adjust sandbox settings in [Settings](https://developers.openai.com/codex/app/settings) and selectively allowlist commands with [rules](https://developers.openai.com/codex/rules).34Automations use your default sandbox settings. In read-only mode, tool calls fail if they require modifying files, network access, or working with apps on your computer. With full access enabled, background automations carry elevated risk. You can adjust sandbox settings in [Settings](https://developers.openai.com/codex/app/settings) and selectively allowlist commands with [rules](https://developers.openai.com/codex/rules).

24 35 


30first. This helps you confirm:41first. This helps you confirm:

31 42 

32- The prompt is clear and scoped correctly.43- The prompt is clear and scoped correctly.

33- The selected model and tools behave as expected.44- The selected or default model, reasoning effort, and tools behave as expected.

34- The resulting diff is reviewable.45- The resulting diff is reviewable.

35 46 

36When you start scheduling runs, review the first few outputs closely and adjust47When you start scheduling runs, review the first few outputs closely and adjust


38 49 

39## Worktree cleanup for automations50## Worktree cleanup for automations

40 51 

41For Git repositories, automations run in worktrees. Frequent schedules can52If you choose worktrees for Git repositories, frequent schedules can create

42create many worktrees over time. Archive automation runs you no longer need,53many worktrees over time. Archive automation runs you no longer need, and avoid

43and avoid pinning runs unless you intend to keep their worktrees.54pinning runs unless you intend to keep their worktrees.

44 55 

45## Permissions and security model56## Permissions and security model

46 57 


62 73 

63If you are in a managed environment, admins can restrict these behaviors using74If you are in a managed environment, admins can restrict these behaviors using

64admin-enforced requirements. For example, they can disallow `approval_policy = "never"` or constrain allowed sandbox modes. See75admin-enforced requirements. For example, they can disallow `approval_policy = "never"` or constrain allowed sandbox modes. See

65[Admin-enforced requirements (`requirements.toml`)](https://developers.openai.com/codex/security#admin-enforced-requirements-requirementstoml).76[Admin-enforced requirements (`requirements.toml`)](https://developers.openai.com/codex/enterprise/managed-configuration#admin-enforced-requirements-requirementstoml).

66 77 

67Automations use `approval_policy = "never"` when your organization policy78Automations use `approval_policy = "never"` when your organization policy

68allows it. If `approval_policy = "never"` is disallowed by admin requirements,79allows it. If `approval_policy = "never"` is disallowed by admin requirements,