Routines are automations that run a saved instruction on a schedule or on demand, without you having to re-type the request every time.

What a Routine Is

A routine bundles a description of the job, the tools it's allowed to use, and a trigger that decides when it runs. Once set up, it runs unattended and logs each run so you can check what it found.

The Routines List

Open Routines from the sidebar to see every routine you have, with columns for Trigger, Cost (last 30 days), and Status (Active, Paused, Error, or Disabled). Error means the last run didn't complete its work and may need your attention. Sort with Latest First, or search by name; New Routine starts a new one.

Triggers

A routine can run on a schedule (Once, Hourly, Daily, Weekly, Monthly, Yearly, or Custom with a cron expression), for example Everyday · 7:00 AM or Every weekday · 8:30 AM. It can also run on an App event, when something happens in Google Calendar, Teams, Confluence, Salesforce, or Slack. An app event needs that app connected. With no trigger (Manual), a routine runs only when you click Run.

Inside a Routine: Sessions

Opening a routine shows its description, the Tools it uses (for example Gmail and Google Calendar), its Trigger, an on/off toggle, and a Run button to trigger it immediately. Run is unavailable while the routine is paused. Turn it back on first. Below that, a Sessions table logs every run with its time, output, cost, and status — including Running, Skipped, or completed runs — so you can confirm a scheduled routine is actually firing and see what it produced.

Creating a Routine

Click New Routine and choose how to start:

Create with AI: say what you need and it drafts the routine with you.
Create manually: set the trigger, the instructions and the tools yourself.
Choose from templates: start from one of the most popular routines and make it yours.

In the editor, give the routine a name and fill in:

Instructions: what the routine should do, with a clear objective.
Trigger: when it runs.
Tools: the apps and capabilities it can use.
Skills: abilities it can call on.
Notify: how you hear about runs (Email + App, Email only, App only, or Off).
Project (optional): the project the routine belongs to.

For example, set up a daily inbox-and-calendar briefing or a weekly digest of Slack commitments.