Routines: put your daily work on autopilot
Tell your Personal Assistant what you need and when — a morning briefing, a Friday review, prep before every meeting — and it does the work on schedule, without being asked again.
Your briefing, waiting when you sit down
The questions you ask every Monday shouldn't need asking. Write a routine the way you'd message your assistant, pick when it runs, and it does the work on schedule — the result is waiting in Recents.
- →Start from a template — Daily briefing, Weekly review, Meeting prep, Pipeline pulse
- →Every day, weekdays or once a week, at the time you choose
- →Run it now, pause it, or open any past run to see what it did
Nothing gets overwritten behind your back
An assistant working on its own will sometimes want to change something a person typed in. It shows you the change and why instead — untick what you don't want, fix a value in place, then approve.
- →A routine that hits a question waits for your answer instead of dropping its work
Your inbox files itself, and shows its work
Your assistant already read incoming mail and filed it against the right deal. Now that work has a place you can look: Inbox Triage sits on the Routines page as a built-in, with every run logged.