SurfSense/surfsense_web/changelog/content/2026-05-31.mdx

---
date: "2026-05-31"
version: "0.0.26"
---

## What's New in v0.0.26

v0.0.26 is our biggest workflow release yet: **AI automations** land in SurfSense. If you've been looking for **open source AI automation**, a **self-hosted AI agent** that runs on a schedule, or **document workflow automation** that reacts the instant a file shows up, this release is for you. Describe what you want in plain English, let SurfSense draft the automation, approve it, and your agent runs on its own: on a **cron schedule** or triggered by real events in your knowledge base. Best of all, automations work **across your connectors**, so one workflow can search and act on **Notion**, **Slack**, **Google Drive**, **Gmail**, **GitHub**, **Linear**, **Jira** and **Confluence**. This release also brings connector **@-mentions** into chat, a faster anonymous chat experience, and a redesigned homepage.

### AI Automations

Turn one-off prompts into repeatable, hands-off **AI agent workflows**.

- **Build Automations From Chat**: Describe an automation in plain English and SurfSense drafts it for you. Review the generated workflow in a human-in-the-loop approval card, tweak it, and save. No config files, no code.
- **Scheduled AI Workflows**: Run an agent on a **cron schedule** for daily briefs, weekly digests, and recurring reports. SurfSense computes the next run time and fires it automatically in the background.
- **Event-Triggered Automations**: Kick off an agent the moment a document enters a folder. SurfSense's new in-process event bus watches your knowledge base and launches the right automation as soon as the event happens.
- **Agent Task Action**: Every automation runs a full multi-agent chat turn, so your scheduled and event-driven runs have the same reasoning, search, and tool access as a live chat, with an auto-approve loop so they finish unattended.
- **Automations Across Your Connectors**: Because each automation runs a full agent turn, your scheduled and event-triggered workflows can search and act across all 25+ connected sources, including **Notion**, **Slack**, **Google Drive**, **Gmail**, **GitHub**, **Linear**, **Jira**, **Confluence**, and your **Obsidian** vault.
- **Automations Dashboard**: A dedicated list view shows every automation with its status, plus one-click pause, resume, and delete. Find it in the sidebar under Inbox.
- **Detail & Run History**: Open any automation to inspect its definition, manage triggers inline, and browse a complete run history with inputs, outputs, and clear error reporting.
- **Power-User JSON Mode**: Create or edit an automation directly as raw JSON with a unified JSON viewer and editor for full control over the workflow definition.
- **Role-Based Access**: Automations are governed by SurfSense's RBAC system, with a dedicated permissions family so teams control exactly who can create, run, and manage them.

### Connector Mentions in Chat

- **@-Mention Your Connectors**: Mention connectors directly in the composer to scope a question to a specific source like **Notion**, **Slack**, **Google Drive**, **Gmail**, **GitHub**, **Linear**, **Jira**, or **Confluence**, alongside existing document mentions.
- **Recent Mentions**: SurfSense now remembers your recent mentions so the sources you use most are always one keystroke away.
- **Smoother Mention Picker**: A refreshed mention picker with loading skeletons, clearer connector definitions, and a better inline editing experience.

### Faster, Friendlier Chat

- **Anonymous Chat, Reworked**: The free, no-login chat experience has been rebuilt for a faster first impression and a cleaner anonymous-to-account path.
- **Better Long-Running Turns**: Improved task management and timeout handling in multi-agent chat keep complex, tool-heavy conversations reliable.
- **Leaner Toolset**: Retired the legacy in-product docs search tool to keep agent reasoning focused and fast.

### Homepage & Marketing

- **Redesigned Use-Case Showcase**: The homepage now groups demos into clear categories (Desktop App, Deliverable Studio, Search & Chat, Connectors & Integrations, and Automations) so visitors immediately see what SurfSense can do.
- **Desktop App, Front and Center**: The desktop experience is highlighted as a set of native extras on top of everything SurfSense already does, not a separate product.

### No longer broken

- Bulk-moving documents now uses ORM objects so folder events fire correctly and trigger automations
- Automation enum columns now persist Postgres enum values instead of names
- Automation agent tasks use an in-memory checkpointer to avoid Celery pool timeouts
- The API client now handles 204 No Content responses without errors
- The model role manager now stays in sync when preferences are updated
- The JSON editor now coerces numeric strings to numbers on edit

### Developers

- New in-process domain event bus with an event catalog and a `document.entered_folder` event
- SQLAlchemy session hooks publish folder events automatically, registered at app startup
- Cron schedule triggers backed by croniter and a Celery beat tick task
- Sandboxed template engine with an allowlisted filter and test set for safe workflow templating
- Automations reorganized into a vertical-slice architecture (actions and triggers grouped by domain)
- Extensive new test coverage locking automation schemas, dispatch, runtime, triggers, and templating
- Model eligibility checks when creating automations, so only valid models are selectable

v0.0.26 turns SurfSense from a place you ask questions into a place that does the work for you. Whether you want **scheduled AI workflows**, **event-driven document automation**, or a **self-hosted, open source AI agent** you fully control, this release lets you build it from a single sentence.

SurfSense connects all your knowledge sources in one place.