Creating AI Subscription

Creating a prompt subscription

When to use this

A subscription delivers a PostHog report to email, Slack, or Microsoft Teams on a recurring schedule. There are three kinds, distinguished by which field you set — the kind is derived and returned as the read-only resource_type:

• insight — periodic snapshots of one existing insight (resource_type: "insight")

• dashboard — periodic snapshots of a dashboard's tiles (resource_type: "dashboard")

• prompt — a recurring AI-generated report from a free-text prompt: an LLM plans and runs HogQL over the project's data and synthesizes a fresh markdown report each tick (resource_type: "ai_prompt")

Use this skill for the prompt kind — i.e. when the user wants a recurring AI summary of X (on any cadence — daily, weekly, monthly, yearly) rather than a recurring snapshot of one existing insight/dashboard, or a single one-off report. Pick a prompt subscription when the value is the analysis itself (the LLM deciding what to query and writing it up), not a fixed chart they already built. For an insight/dashboard subscription, set insight/dashboard instead of prompt and the AI gates below don't apply.

Prefer a dashboard or insight subscription first. A prompt subscription is the heaviest option, and the LLM composes its own HogQL, so its numbers can drift from what a saved insight or dashboard already shows. Reach for it only when (a) the user specifically asks for a free-text / AI-written report, or (b) no existing insight or dashboard covers the ask and the value really is the analysis itself. If the user wants the key numbers from an existing dashboard or insight delivered on a schedule — even phrased as "set up a scout/bot to post this daily" — a dashboard (or insight) subscription with summary_enabled: true is usually the better fit. Respect a user who's sure they want a prompt subscription, but when it's ambiguous, suggest that and confirm first. See managing-subscriptions for the happy path.

This skill covers creating the subscription. Once it exists you manage its lifecycle with the same subscriptions-* tools (see below): list it, edit/disable/ re-enable it, send a test delivery, or delete it.

Tools

What you need before calling

The endpoint enforces three create-time gates and will return 400 if any fails:

1. PostHog Cloud, or DEBUG=true — self-hosted production deployments are not eligible (the LLM call routes through a PostHog-managed key).

2. Org-level "AI data processing approved" — must be toggled on in Org settings → Data → AI data processing. The user must opt in to AI features for the organization first.

3. Prompt subscriptions enabled for the organization — a PostHog-managed rollout flag. If it's off, the org has not been granted access yet; tell the user to reach out to PostHog to enable it (there is no self-serve toggle).

If any of the three is missing, stop and tell the user which one to fix — re-calling the tool will not help.

Your access token also needs the query:read scope in addition to subscription:write: a prompt subscription runs LLM-generated HogQL over the project's data, so the backend requires query access to create, edit/re-enable, test-deliver, or delete one. A subscription:write-only token is rejected with a 403.

Required arguments

prompt: "..."                         # ≤4000 chars; setting this (with no insight/dashboard) makes it a prompt sub → resource_type "ai_prompt"
target_type: "email" | "slack" | "teams"  # the only delivery channels the API accepts
target_value: "..."                   # comma-separated emails, "<channel_id>|<channel_name>", or a Microsoft Teams webhook URL
frequency: "daily" | "weekly" | "monthly" | "yearly"
interval: 1                            # 1 = every tick; 2 = every other tick; etc.
start_date: "2026-09-15T09:30:00Z"   # anchors the recurrence + time-of-day; hour and half-hour slots are supported; need not be in the future
title: "..."                          # display name in the subscriptions list
send_test_now: false                   # set true only after the user approves an immediate delivery

There is no resource_type argument to send — the kind is derived from which field you set (prompt ⇒ AI report) and returned as the read-only resource_type.

Optional arguments

byweekday: ['monday', 'wednesday'] # weekly only — days the rrule fires
bysetpos: 1 # most useful with monthly; requires byweekday — e.g. byweekday:['monday']+bysetpos:-1 = last Monday
count: 10 # limit scheduled recurrence occurrences; manual and immediate deliveries do not count
until_date: '2026-12-31T00:00:00Z' # stop on/before this date
integration_id: 42 # Slack only — required; from integrations-list (see "Slack target")

Slack target

target_value must be <channel_id>|<channel_name> (the format the integration returns). Build it in three steps:

1. posthog:integrations-list filtered by kind=slack → pick the Slack integration's id.

2. posthog:integrations-channels-retrieve with that id → pick a channel; it returns each channel's id and name, which you assemble into target_value as <id>|<name>.

3. Pass that integration's id as integration_id — the subscription is pinned to one specific Slack integration so reconnections elsewhere don't accidentally re-route deliveries.

Teams target

target_value must be the full webhook URL of the channel you want reports in. The user adds the Workflows app to that channel, picks the template for posting to a channel when a webhook request is received, then pastes the URL back to you. A URL from a different template saves without an error, but the report never reaches the channel. There is no Teams integration to look up, so leave integration_id out.

The URL must be https. If subscriptions-create rejects target_value, the URL is not a Teams webhook — ask the user to create it again with the same template and paste the whole URL. On a later update, omit target_value to keep the saved URL, because the API reads it back as its host only and rejects that masked value.

Before creation

List matching subscriptions before you create one. Compare the prompt, title, destination, schedule, and enabled state. Prompt text and titles both match search.

Creation is not idempotent. If the create request times out or returns an uncertain result, list matching subscriptions before you retry. Do not use a masked Teams webhook host to identify a duplicate.

Ask whether the user approves an immediate delivery. Set send_test_now: false unless the user approves it.

Examples

Weekly Monday-morning AI summary by email

prompt: 'Top events week over week, with the biggest drops and any new failure modes called out.'
target_type: email
target_value: [email protected]
frequency: weekly
interval: 1
byweekday: ['monday']
start_date: '2026-09-14T08:00:00Z'
title: 'Weekly product pulse'
send_test_now: false

Daily Slack report at 9am

prompt: "Yesterday's sign-ups, where they came from, and any errors they hit during onboarding."
target_type: slack
target_value: 'C0123456789|growth-updates' # <channel_id>|<channel_name>; only the channel id is used, the name is cosmetic
integration_id: 42
frequency: daily
interval: 1
start_date: '2026-09-15T09:00:00Z'
title: 'Daily onboarding watch'
send_test_now: false

Pitfalls

• A Teams webhook URL is a credential. Anyone who has it can post in the channel, which is why the API only ever returns its host. Pass it only as target_value. Do not echo it back to the user, and do not copy it into a confirmation message, a summary, or an error report.

• The kind is immutable. It's derived from which relation is set, so you can't flip an insight or dashboard sub into a prompt sub after the fact (or vice versa) — a PATCH that adds a prompt to an insight sub is rejected. Pick the right kind at create time.

• Re-enabling a previously auto-disabled prompt sub has two preconditions, both enforced on the PATCH: (1) a valid prompt — already persisted on the row, or a new one in the PATCH body (so bare {"enabled": true} works when the stored prompt is still valid, but is rejected when the disable cause was an invalid prompt until you supply a good one); and (2) the original creator is still an active user — if that account was deactivated the sub cannot be re-enabled at all (no prompt will help; re-create it instead).

• next_delivery_date is server-computed from the rrule. Don't try to set it manually — it's read-only. The first delivery fires at the first start_date occurrence that is at least a short buffer (currently ~15 minutes) in the future, so a start_date only seconds ahead rolls to the next occurrence.

• Transient send failures retry; only permanent failures auto-disable. A transient failure (Slack rate limit, SMTP blip, network) fails that delivery and is retried by Temporal within the run, then re-fires on the next scheduled tick — it does not auto-disable the subscription, so a persistently-failing channel will keep retrying every tick until you fix it. Only permanent/structural causes auto-disable: a disconnected Slack integration, a revoked channel permission, an invalid prompt, or revoked AI data-processing consent. (For multi-recipient email, a delivery only fails when every recipient fails; partial successes still send.) Within a single delivery run the rendered markdown is cached, so Temporal retries of that run don't re-run the LLM pipeline — but each new scheduled tick generates a fresh report.

After it lands

subscriptions-list will return the new row. Confirm resource_type: "ai_prompt", enabled: true, next_delivery_date is in the future, and prompt matches what you sent. The first scheduled tick will run the planner → HogQL → synthesis pipeline and deliver the rendered markdown to the channel you chose.

Related skills

• managing-subscriptions — insight and dashboard subscriptions, including AI summaries attached to them

• building-a-dashboard — build the dashboard when the user wants charts rather than a written report