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app/automations.md +85 −21

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 the5For project-scoped automations, the app needs to be running, and the selected

6selected project needs to be available on disk.6project 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 

17All automations and their runs can be found in the automations pane inside your Codex app sidebar.22Find all automations and their runs in the automations pane inside your Codex app sidebar.

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.26Standalone automations start fresh runs on a schedule and report results in

27Triage. Use them when each run should be independent or when one automation

28should run across one or more projects. If you need a custom cadence, choose a

29custom schedule and enter cron syntax.

30 

31For Git repositories, each automation can run either in your local project or

32on a dedicated background [worktree](https://developers.openai.com/codex/app/features#worktree-support). Use

33worktrees when you want to isolate automation changes from unfinished local

34work. Use local mode when you want the automation to work directly in your main

35checkout, keeping in mind that it can change files you are actively editing.

36In non-version-controlled projects, automations run directly in the project

37directory. You can have the same automation run on more than one project.

22 38 

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).39Automations 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 40 

25To keep automations maintainable and shareable across teams, you can use [skills](https://developers.openai.com/codex/skills) to define the action and provide tools and context to Codex. You can explicitly trigger a skill as part of an automation by using `$skill-name` inside your automation.41Automations can use the same plugins and skills available to Codex. To keep

42automations maintainable and shareable across teams, use [skills](https://developers.openai.com/codex/skills)

43to define the action and provide tools and context. You can explicitly trigger a

44skill as part of an automation by using `$skill-name` inside your automation.

45 

46## Ask Codex to create or update automations

47 

48You can create and update automations from a regular Codex thread. Describe the

49task, the schedule, and whether the automation should stay attached to the

50current thread or start fresh runs. Codex can draft the automation prompt, choose

51the right automation type, and update it when the scope or cadence changes.

52 

53For example, ask Codex to remind you in this thread while a deployment finishes,

54or ask it to create a standalone automation that checks a project on a recurring

55schedule.

56 

57Skills can also create or update automations. For example, a skill for

58babysitting a pull request could set up a recurring automation that checks the

59PR status with the GitHub plugin and fixes new review feedback.

60 

61## Thread automations

62 

63Thread automations are heartbeat-style recurring wake-up calls attached to the

64current thread. Use them when you want Codex to keep returning to the same

65conversation on a schedule.

66 

67Use a thread automation when the scheduled work should preserve the thread's

68context instead of starting from a new prompt each time.

69 

70Thread automations can use minute-based intervals for active follow-up loops,

71or daily and weekly schedules when you need a check-in at a specific time.

72 

73Thread automations are useful for:

74 

75- checking a long-running command until it finishes

76- polling Slack, GitHub, or another connected source when the results should

77 stay in the same thread

78- reminding Codex to continue a review loop at a fixed cadence

79- running a skill-driven workflow that uses plugins, such as checking PR status

80 and addressing new feedback

81- keeping a chat focused on an ongoing research or triage task

82 

83Use a standalone or project automation when each run should be independent,

84when it should run across more than one project, or when findings should appear

85as separate automation runs in Triage.

86 

87When you create a thread automation, make the prompt durable. It should

88describe what Codex should do each time the thread wakes up, how to decide

89whether there is anything important to report, and when to stop or ask you for

90input.

26 91 

27## Testing automations safely92## Test automations

28 93 

29Before you schedule an automation, test the prompt manually in a regular thread94Before you schedule an automation, test the prompt manually in a regular thread

30first. This helps you confirm:95first. This helps you confirm:

31 96 

32- The prompt is clear and scoped correctly.97- The prompt is clear and scoped correctly.

33- The selected model and tools behave as expected.98- The selected or default model, reasoning effort, and tools behave as expected.

34- The resulting diff is reviewable.99- The resulting diff is reviewable.

35 100 

36When you start scheduling runs, review the first few outputs closely and adjust101When you start scheduling runs, review the first few outputs and adjust the

37the prompt or cadence as needed.102prompt or cadence as needed.

38 103 

39## Worktree cleanup for automations104## Worktree cleanup for automations

40 105 

41For Git repositories, automations run in worktrees. Frequent schedules can106If you choose worktrees for Git repositories, frequent schedules can create

42create many worktrees over time. Archive automation runs you no longer need,107many worktrees over time. Archive automation runs you no longer need, and avoid

43and avoid pinning runs unless you intend to keep their worktrees.108pinning runs unless you intend to keep their worktrees.

44 109 

45## Permissions and security model110## Permissions and security model

46 111 

47Automations are designed to run unattended and use your default sandbox112Automations run unattended and use your default sandbox settings.

48settings.

49 113 

50- If your sandbox mode is **read-only**, tool calls fail if they require114- If your sandbox mode is **read-only**, tool calls fail if they require

51 modifying files, accessing network, or working with apps on your computer.115 modifying files, accessing network, or working with apps on your computer.


55 on your computer. You can selectively allowlist commands to run outside the119 on your computer. You can selectively allowlist commands to run outside the

56 sandbox using [rules](https://developers.openai.com/codex/rules).120 sandbox using [rules](https://developers.openai.com/codex/rules).

57- If your sandbox mode is **full access**, background automations carry121- If your sandbox mode is **full access**, background automations carry

58 elevated risk, as Codex may modify files, run commands, and access network122 elevated risk, as Codex may change files, run commands, and access network

59 without asking. Consider updating sandbox settings to workspace write, and123 without asking. Consider updating sandbox settings to workspace write, and

60 using [rules](https://developers.openai.com/codex/rules) to selectively define which commands the agent124 using [rules](https://developers.openai.com/codex/rules) to selectively define which commands the agent

61 can run with full access.125 can run with full access.


65[Admin-enforced requirements (`requirements.toml`)](https://developers.openai.com/codex/enterprise/managed-configuration#admin-enforced-requirements-requirementstoml).129[Admin-enforced requirements (`requirements.toml`)](https://developers.openai.com/codex/enterprise/managed-configuration#admin-enforced-requirements-requirementstoml).

66 130 

67Automations use `approval_policy = "never"` when your organization policy131Automations use `approval_policy = "never"` when your organization policy

68allows it. If `approval_policy = "never"` is disallowed by admin requirements,132allows it. If admin requirements disallow `approval_policy = "never"`,

69automations fall back to the approval behavior of your selected mode.133automations fall back to the approval behavior of your selected mode.

70 134 

71## Examples135## Examples