Automation

Trezable AI is built for multi-step work: planning, executing, checking, and reporting — without you babysitting each step.

What you can delegate

• Repetitive research — the same questions answered for different subjects.
• Synthesis work — combining many inputs into one summary or document.
• Multi-step tasks — “research, then write, then format” style requests.
• Preparation work — agendas, briefings, and draft responses from raw material.

Example: one request, many steps

For each of the 5 articles I attached:

1. Summarize the key argument.
2. Extract the statistics used.
3. Note how it relates to our current strategy.

Then combine everything into a single briefing document.

Example: recurring task

Each week I will ask you to prepare a competitor update from the news.
Use this format: headlines, implications for us, and recommended actions.
Keep the briefing under one page.

Tips

• Give the agent the full process once; it will follow the same format again.
• Ask for structured output (lists, tables, sections) so results are easy to reuse.
• Review what the agent produced — automation removes the effort, not your judgment.