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Routines

Decide when your agents get to work: on Autopilot, on a schedule, from a webhook or when something happens in your apps. Every run is a chat you can open and join.Try for Free
Inbox triage
  • AutopilotNext run in 2 hours
  • WebhookLast run 12 min ago
  • Weekdays at 9 AMNext run tomorrow
  • Gmail › On New EmailLast run 3 min ago

01Resumen

Four ways to start work

Each routine starts a run: a chat your team can open, join and steer.
AttentionRows light top to bottom in a steady sweep.
Checking open chats
AttentionRows light top to bottom in a steady sweep.
Following up with leads
Next run in 2 hoursNote left

Autopilot

The agent picks its next run and leaves itself a note.

Weekdays at 9:00Europe/Madrid
Last run · DoneToday, 9:00
Next runTomorrow, 9:00

On a schedule

Every hour, day, week or month, in your time zone.

When a form is sentWebhook
New lead: Sofia MarinInterested in: 10-class pass
AttentionRows light top to bottom in a steady sweep.
Starting a run

Webhook

Another app starts a run, with text and files to work on.

When an email arrivesGmail
Invoice #2041 from Acme Supplies
AttentionRows light top to bottom in a steady sweep.
Starting a run

From your apps

A new email, a calendar change, a new file or a new row.

02Funciones

Runs you can trust and follow

Routines work while nobody is watching, and every run stays on record.

Same chat or a fresh one

Every run can continue the same chat and see what came before, or start empty.

Routines of your own

Set a private routine on a schedule or an app event. Each run opens a chat only you can see.

Set one up by asking

Tell the chat "every Monday at 9, send me last week's numbers" and it creates the routine for you.

Every run on record

Open any run to see what it did, step by step, or join it and steer.

Pair it with Agents

Give each routine an agent and the tools it needs.

Explore Agentes

03Preguntas frecuentes

Frequently Asked Questions

What is a routine?

A routine decides when an agent starts work by itself. Each start is a run: a chat that your team can open, join and steer.

How does Autopilot decide when to run?

At the end of each run, the agent picks its next run, anywhere from 5 minutes to 30 days away, and leaves itself a note for it. If it forgets, it checks in again after 24 hours.

Which apps can start a run?

New emails in Gmail and Outlook, new, changed or cancelled events in Google Calendar and Outlook Calendar, new or changed files in Google Drive, OneDrive and SharePoint, and new or changed rows in Google Sheets.

How does the webhook work?

Each agent gets a private web address. When another app sends a request to it, with text and up to 10 files, a new run starts with that as its first message. You can change the address at any time.

Does a routine wait for my approval?

No. Nobody is watching a routine run, so it never waits. Give the agent only the tools it should use. When a decision is yours to make, it asks one yes or no question and picks up again after your answer.

How many routines can I have?

Each agent can have up to 10 routines, and each member up to 10 private ones. The total for your organization depends on your plan.

When can I use Routines?

Hoy. Abre cualquier agente y añade una rutina: Autopilot, una programación, un webhook o un evento de app.

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