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Some requests come back every day or every week: the morning email summary, Monday's monitoring, the update on overdue files. Asking for them each time wastes time, and forgetting them is worse.
A routine is a scheduled task entrusted to an assistant. You choose the assistant that carries it out, the knowledge base it consults, the schedule, and what it is allowed to do: only read, or write as well. The routine runs on its own and the result is waiting for you.
How it works
- 01Open Routines and create a new scheduled task.
- 02Describe what needs to be done, then choose the assistant and the knowledge base to use.
- 03Set the schedule: every morning, every Monday, once a month.
- 04Choose the permission level, read-only or write, then activate the routine.
