Todoist Automations pulls your profile and billing details straight from Todoist, but a few settings live inside Automations itself: how AI personalizes your automations, what the app looks like, your notification preferences, and the outside apps your automations can use. Here's what each settings page covers, and where to make changes.
Account
This page shows a read-only summary of your Todoist plan and profile. Use the links out to Todoist to change any of these details.
- Plan: shows your current plan, for example Business. Select Manage plan to change your subscription in Todoist.
- Account: shows your name and email. Select Manage account to update these in Todoist.
This page also links out to Todoist's Terms and Privacy policy.
Onboarding
Select Reset onboarding to replay the Automations setup flow from the start.
Preferences
This page controls what the AI remembers about you, how Automations looks, and which other Todoist apps show up in your sidebar.
Personalization
Add notes to the Personalization notes field for Automations to keep in mind in every chat, up to 4,000 characters. Select Save once you‘re done. The button stays disabled until you’ve made a change.
Appearance
Under Theme, choose System, Light, or Dark to control how Automations looks on this device.
Apps
Turn on Show other apps to link to the other Todoist apps from your sidebar on this device. Once it's on, select which apps actually appear.
Notifications
This page controls how and when Automations lets you know what's happening. Failed runs, pending questions, and low balance alerts each have their own Push and Email switches. See the full notifications guide for details on every alert type, registered devices, and troubleshooting.
Balance & Usage
The Balance & Usage tab has two sections.
Usage
This section shows your cost for Messages and your cost for Automation runs.
Transactions
This section shows your top-up history and the corresponding amounts.
Top up
The Top up tab is where you add credit to your account.
- Select your preferred top-up amount from the default options: $5, $10, or $20. To set a different amount, click Other.
- Click Continue to Checkout. This opens a new browser window.
- Sign in to your Link account, or click Pay without Link. If you choose not to pay with Link, enter your payment details and click Pay.
Connections
Unlike the pages above, Connections lives in the main sidebar rather than in Settings. It is where you authorize the outside apps your automations can act on and react to.
Connections lists:
- Your apps: services you've already connected. If you use multiple accounts for the same app, each account appears as its own entry.
- Available apps: services you can connect, including apps like Airtable, Slack, Notion, and GitHub. Each is labeled DO ACTIONS when automations can perform tasks in it, CHECK FOR UPDATES when automations can react to its events, or both.
Select a connected app to open its detail page, which splits the connection in two:
- Connection for actions: lets automations do tasks for you in that app.
- Connection for updates: lets automations know when to start working, based on events in that app.
Each half connects and disconnects independently, and an app only shows the halves it actually supports. Select Connected next to either one, then Disconnect to remove it.
The detail page also lists every automation currently using that connection, marked Active or Disabled, so you can see what depends on it before you disconnect.
Fine-tune Automations for how you work
Now that you know where each setting lives, take a few minutes to set it up the way you work, starting with your personalization notes and your notification preferences.