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AI & Automation

Routines

Run an agent automatically on a recurring schedule

A routine runs an agent on a recurring schedule without you triggering it. Use one for work that should just happen, like a weekly billing review or a daily pipeline digest.

Creating a Routine

  1. Open an agent and go to its Routines section.
  2. Click New Routine and choose On a schedule.
  3. Give it a name and the instructions the agent should follow each run.
  4. Set the cadence, time, and timezone, and pick where the output goes.
  5. Save. A Next run preview confirms the schedule.

Cadence

Routines run daily, weekly (on a day you choose), or monthly(on a day of the month), at a set time in your timezone. There isn't a custom cron expression.

Where Output Goes

  • Notification - In-app
  • Slack - A channel you specify
  • Task comment - On a task you specify

Cost & Monitoring

Each run records tokens, cost, and a summary, and counts toward the agent's monthly cost limit. If the agent is over its limit, the run is skipped and flagged. Each routine shows its last run, next run, and run count, and you can pause, edit, or delete it anytime. Usage draws from your AI credits.

Event Routines

Besides schedules, a routine can run when something happens. Today this covers calendar events (for example, run a set time before a meeting); more event types are on the roadmap.