> For the complete documentation index, see [llms.txt](https://docs.cherryai.com.cn/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cherryai.com.cn/docs/zhong-wen-fan-ti/advanced-basic/automation.md).
# 自動化同外部觸達
頻道、定時任務、心跳同運行記錄
Cherry Studio 嘅自動化唔係一組獨立嘅「機器人設定」。Agent 負責完成工作，頻道負責同外部平台收發訊息，定時任務負責喺指定時間啟動 Agent，心跳就用嚟等 Agent 週期性檢查自己持續工作。
## 正確嘅配置順序
{% stepper %}
{% step %}
### 1. 先喺【工作】入面跑通任務
確認 Agent 嘅模型、提示詞、工作目錄同工具可以穩定產生預期結果。
{% endstep %}
{% step %}
### 2. 再由 Agent 引導配置頻道
喺 Agent 對話入面說明平台同用途，例如「把呢個 Agent 接到飛書群，用嚟接收日報請求」。按照提示準備機器人權限同憑據。
{% endstep %}
{% step %}
### 3. 用手動設定核對狀態
打開【設定】→【頻道】，檢查憑據、綁定 Agent、工作區、允許嘅會話範圍同頻道權限模式，並發送一條測試訊息。
{% endstep %}
{% step %}
### 4. 最後建立定時任務
可以直接由 Agent 建立，亦可以打開【設定】→【定時任務】→【新建】。選擇已經驗證嘅 Agent、工作區、時間同通知頻道。
{% endstep %}
{% endstepper %}
## 上線前檢查
* 頻道只允許需要嘅會話或頻道 ID；
* 外部入口使用【繼承智能體設定】或者更嚴格嘅權限；
* 定時任務提示詞唔包含會變化嘅密鑰同路徑；
* 先手動【運行】一次並查看運行記錄；
* 失敗時可以喺 Cherry Studio 入面搵到對應任務，唔好將「未發送」誤判成「未執行」。
## 用戶案例：工作日運營日報
「運營日報」Agent 從工作目錄讀取數據，按團隊技能生成日報。飛書頻道負責將結果送到指定群，定時任務喺每個工作日早上運行。上線前先手動執行，再喺飛書入面同機器人發送訊息以建立接收目標，最後先啟用計劃。
心跳同定時任務有乜分別？
心跳按間隔等 Agent 檢查持續工作，適合「有冇新情況」；定時任務有明確嘅執行計劃同運行記錄，適合「每日幾點做乜嘢」。固定日報優先用定時任務。
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.
Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:
```
GET https://docs.cherryai.com.cn/docs/zhong-wen-fan-ti/advanced-basic/automation.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
