Creating a Custom Worker

Use custom workers to define automated checks and run them on a schedule you set. Each run produces a briefing. Depending on your write tool settings, the worker previews or automatically applies actions.

Custom workers you create appear with the Personal Custom tag. Workers shared with your organization appear with the Organizational Custom tag.

Permissions

• To create a personal custom worker, you need the AI Agents > View and interact permission.
• To create an organizational custom worker, you need the Manage the AI Workforce permission and the global data scope.

Create a Custom Worker

To create a custom worker:

1. Open the Add Custom Worker drawer using one of the following methods:

   • In My Workforce, select Create Custom Worker in the page header.
   • In the Your custom workers section of My Workforce, select Add Custom Worker.
   • On the Scheduled Workers page, select Add Custom Worker.
   • On any virtual worker's card, select Schedule from the Run now dropdown. The drawer opens pre-filled with that worker's settings.

2. (Optional) To save the worker in a paused state, disable Activate. By default, the worker is active and runs at its next scheduled time.

3. In Title, enter a name for the worker. The name appears on the worker card in My Workforce and in the Workforce Hub.

   • Maximum 100 characters
   • Unique per owner
   • No line breaks

4. In Prompt, enter the instructions the worker runs on each cycle. Describe what to find and what to do with the findings. Maximum 2,000 characters. The Prompt is the worker's full instruction set — there are no separate Standing Instructions.

   For example: Find the open findings that clear the ticketing policy today, route them one ticket per owning team, and preview the tickets before they go live.

5. (Optional) Select Add description to add a description of what the worker checks. The description appears on the worker card.

6. In Department, select the department the worker belongs to, for example Vulnerability Management or Endpoint Security. Workers with no department appear in the Other section.

7. (Optional) To keep the worker out of My Workforce, disable Follow this worker. Follow this worker is enabled by default, so the worker appears in My Workforce when saved. A worker you follow doesn't pause itself when nobody acts on its runs. See Following Workers.

8. Under Recurrence, select when the worker runs:

   • Scheduled — Runs on a fixed interval. Set the interval, the days of the week (Repeat on Days), and the time of day (Run time). With an interval of 2 or more weeks and 2 or more days, the worker runs on each selected day of every Nth week, counted from the week in which you created it. Weeks start on Sunday (UTC).
   • Event — Runs when something happens:
     • Every Discovery cycle — Runs after each completed discovery cycle.
     • Every successful adapter fetch — Runs after a successful fetch. Select the connection from Select Connection.

9. Under Write tools, set the mode for each write action. Write tools are grouped into categories — for example, Tickets or Cases. Each category shows a summary of the tools it contains and a category-level mode control.

   To set the same mode for every tool in a category, select the category mode control. To configure tools individually, expand the category.

   Each tool supports the following modes:

   • Shadow (default) — The worker proposes the action and waits for your approval before applying it.
   • Live — The worker applies the action automatically. Live mode requires Always approved for the corresponding tool in Tool Permissions settings.
   • Off — The worker doesn't take this action.

   To apply the same mode to every write tool at once, use All tools.

   The mode you set for a tool can't exceed the limit set in Tool Permissions settings. Write tools aren't available for users in a data scope.

10. (Optional) To make the worker organizational, enable Run as the AI Workforce. The worker runs under the AI Workforce account and uses its credit allowance. This option is visible only to users with the Manage the AI Workforce permission.

11. (Optional) Select Email me each run's report to receive the worker's report by email after each successful run. The report goes to the owner's email address.

    Note

    Email delivery requires Allow scheduled workers to email their reports to be enabled in General Settings.

12. Select Save. The worker appears in My Workforce immediately and runs at its next scheduled time. To run it right away, select Run now on the worker card.

Manage Custom Workers

To manage a custom worker, select its card in My Workforce or the Workforce Hub. From the drawer that opens, choose from the following options:

• Run now — Run the worker immediately.
• Edit — Open the worker's settings. Changes take effect from the next run.
• Delete — Permanently remove the worker.

If you can't edit a worker, select Create a copy to make an editable copy.

To pause a worker without deleting it, select Edit and disable Activate. The worker keeps its settings but doesn't run.

View Custom Workers in the Workforce Hub

Custom workers appear in the Workforce Hub under the department you assigned. To show only custom workers, select the Custom Workers filter.

For more information, see Using the Workforce Hub.