Introduction to routines

Recurring jobs your assistant runs on a trigger or a schedule — the morning brief, inbox triage, meeting debriefs, and any job you write yourself.

A routine is a job your assistant does without being asked — either when something happens, or at a time you pick. Routines in the sidebar is where they live.

This is what makes the engine proactive rather than responsive. You do not have to remember to ask for the brief; the brief is already there.

The two that are built in

These run from the moment your mailbox is connected:

Inbox Triage — when an email arrives, your assistant reads it and keeps your CRM current, capturing real opportunities and filing them against the right deal. It works silently; the moves worth making surface on Your desk.
Meeting Debrief — when a recording finishes transcribing, your assistant reads the conversation, files it against the right deal, updates the record, and writes the summary onto the recording.

Neither needs setting up. They are marked Built-in.

Routines you add

Everything else is yours to define. A routine is a trigger plus an instruction written in plain language — the same way you would ask in chat, except it runs on its own.

Triggers available:

Trigger	Fires
When an email arrives	On each inbound message
When a meeting recording is ready	After transcription finishes
Every day at a time	Daily
Weekdays at a time	Monday to Friday
Every weekday at a time	Weekly

Four templates are offered as starting points, and each is just an instruction you can edit:

Daily briefing — what needs your attention today across calendar, inbox and deals.
Meeting prep — a morning brief on today's meetings: attendees, context, open threads.
Weekly review — a Friday summary of what moved, who went quiet, what to line up next.
Pipeline pulse — a Monday snapshot of deals by stage and what has stalled.

Reading the results

Each routine card shows when it last ran and when it runs next. Open a routine to read what it produced on any past run — a routine that has produced nothing useful twice in a row is telling you the instruction needs sharpening, not that the feature is broken.

A routine can be paused at any time without deleting it.