ℹ️ Good to Know: The Actions tab only appears inside a Project. Open your Project, then click Actions in the left nav.
1. Click Create Action
On the Actions page, click Create Action (top-left, beside the page title). The Create an Action dialog opens.2. Name your Action
In the Name field, give it a name you’ll recognize in your Actions list — for example, “Weekly competitor digest”.3. Write the prompt
In the Prompt box, type what you want Chief to do on each run, exactly as you’d ask in a task. Use @ to mention Files, Labels, Collections or Concepts, and # to add variable fields.4. Set what Chief works with
Use the configuration controls to set the scope, Expert Voice, intelligence level, Public Data, and Files the Action reads each run.5. Choose a trigger type
Under Trigger Type, pick On a schedule (run at set times) or Whenever there is new source data (run when new content is added to the scope). The separate New calendar meeting workflow starts from its guided banner on the Actions page.6. Set the schedule
If you chose On a schedule, set the time and days in the Run at … on … row.7. Save each run to your Library (optional)
Tick Save each Action run’s output to my Library as a file with label to keep every result as a File you can search, label, and reuse.8. Choose what runs without asking
Under Run without asking, decide which connected tools (Gmail, Google Calendar) the Action may use automatically. Leave a toggle off and Chief will ask you to confirm each time.9. Create the Action
Click Create Action at the bottom of the dialog to save it.Your Action is live
It now appears on the Actions page. Hover the card for Run Now, and Pause, Duplicate, and Delete.FAQ
Why don't I see the Actions tab?
Why don't I see the Actions tab?
Actions live inside a Project. Open a Project first — the Actions item appears in the left nav.
Can I change an Action after creating it?
Can I change an Action after creating it?
Yes. On the Actions page, hover the card and use Edit (or open View Details) to change the prompt, trigger, schedule, or delivery.