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Put any AI workflow on a schedule with Routines

Schedule any chat, custom prompt, or agent to run automatically on a daily or weekly cadence. Outputs land in a fresh thread, so your original conversation stays clean.

Written by Dan Pillay

Routines take your most-used AI workflows and run them for you. Pick a chat, a custom prompt, or your favourite agent, set a schedule, and let it run - daily or weekly, automatically.

The output lands in a brand-new thread each time, so your original conversation stays clean and your fresh deliverable is always waiting for you.


Where to find Routines

Open Routines in the sidebar to see every recurring run set up for your workspace, with the next scheduled time, last result, and a one-click way to pause, edit, or run on demand.

The Routines page showing five active recurring runs with daily and weekly schedules

What you can schedule

Routines work wherever you already do - so there's no new workflow to learn. The same Schedule button appears across all four ways you use the platform, and each one is ready to automate:

  • A free chat conversation - replay the question or sequence you've been running manually each morning, without having to think about it.

  • A custom prompt - write a one-off instruction just for the schedule, like "Generate three campaign ideas for next week", and let it run on repeat.

  • An in-app agent - pick your go-to agent, whether that's competitor briefs, daily social ideas, or audits, and have it run end-to-end without you.

  • A background agent run - for longer, multi-step agents that produce decks or full reports, the routine triggers the run and delivers the final output when it's ready.

How to set one up

Step 1: Click Schedule routine in the chat toolbar

The Schedule action sits in the toolbar above any chat or agent thread. Click it and the wizard opens.

The Schedule routine dialog showing routine name, content, schedule and review sections

Step 2: Pick the source for what should run

Under Agent instructions, choose what the routine should send each time:

  • Current draft — use whatever's in your chat box right now.

  • Custom instructions — write something different just for the schedule.

If you're inside an agent thread, the routine also picks up the agent itself, so daily runs use the same agent every time.

The source picker dropdown showing Current draft selected and Custom instructions as the alternative

Custom instructions mode with an empty Instructions field ready for a bespoke prompt

Step 3: Choose how often it runs

Pick Daily or Weekly and set the time. Your time zone is detected automatically, so the schedule preview always reads in your local time — for example, "Next run: Thu 14 May, 09:00 BST".

Give the routine a clear name (the routine name is what you'll see in the list and notifications), then hit Save.

Where your results land

Every scheduled run gets its own fresh thread. Open Routines, click into any routine, and you'll see the full run history with one-click access to the output of each run.

A routine's detail page showing the agent it runs, the cadence, and the run history with succeeded results

The output thread contains the complete deliverable — tables, recommendations, attached files, anything the agent produced — exactly as if you'd run it live.

A completed scheduled run output showing a fully rendered competitor brief with recommendations


Tips

  • No need to check in - we'll tell you. Every completed run triggers a notification in-app and by email, so you're always across what's landed.

  • Keep things tidy. Every run creates its own new thread, so the conversation you scheduled from stays clean and uncluttered.

  • Pause anytime. Toggle a routine off in the list and it'll stop running until you're ready to switch it back on.

  • Don't want to wait? Hit Run now on any routine to fire it immediately, without changing the schedule.

Now over to you

The best routines are the ones that replace something you've been doing manually every morning. Try scheduling a competitor pulse, a daily social brief, or a weekly audit and let the platform deliver it to you instead.

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