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

---
title: "SurfSense v0.0.26 - AI Automations: Build, Schedule & Event-Trigger AI Agents From Chat"
description: "SurfSense v0.0.26 introduces open source AI automations across your connectors: describe a workflow in plain English and SurfSense builds it, run AI agents on a schedule, or trigger them when a document lands in a folder, working across Notion, Slack, Google Drive, Gmail, GitHub, Linear, Jira and Confluence. Plus connector @-mentions in chat and a faster anonymous chat experience."
date: "2026-05-31"
tags: ["Automations", "AI Agents", "Workflow Automation", "Scheduled Workflows", "Event Triggers", "Connectors", "Notion", "Slack", "Open Source"]
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.

<Accordion type="multiple" className="w-full not-prose">
  <AccordionItem value="item-1">
    <AccordionTrigger>Bug Fixes</AccordionTrigger>
    <AccordionContent className="flex flex-col gap-4 text-balance">
      <ul className="list-disc space-y-2 pl-4">
        <li>Bulk-moving documents now uses ORM objects so folder events fire correctly and trigger automations</li>
        <li>Automation enum columns now persist Postgres enum values instead of names</li>
        <li>Automation agent tasks use an in-memory checkpointer to avoid Celery pool timeouts</li>
        <li>The API client now handles 204 No Content responses without errors</li>
        <li>The model role manager now stays in sync when preferences are updated</li>
        <li>The JSON editor now coerces numeric strings to numbers on edit</li>
      </ul>
    </AccordionContent>
  </AccordionItem>
  <AccordionItem value="item-2">
    <AccordionTrigger>Under the Hood</AccordionTrigger>
    <AccordionContent className="flex flex-col gap-4 text-balance">
      <ul className="list-disc space-y-2 pl-4">
        <li>New in-process domain event bus with an event catalog and a <code>document.entered_folder</code> event</li>
        <li>SQLAlchemy session hooks publish folder events automatically, registered at app startup</li>
        <li>Cron schedule triggers backed by croniter and a Celery beat tick task</li>
        <li>Sandboxed template engine with an allowlisted filter and test set for safe workflow templating</li>
        <li>Automations reorganized into a vertical-slice architecture (actions and triggers grouped by domain)</li>
        <li>Extensive new test coverage locking automation schemas, dispatch, runtime, triggers, and templating</li>
        <li>Model eligibility checks when creating automations, so only valid models are selectable</li>
      </ul>
    </AccordionContent>
  </AccordionItem>
</Accordion>

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.