Routines

Give repeatable work a repeatable process.

Turn a recurring task into a defined routine. Choose the context, steps, schedule, and permitted outcome so the assistant can help with ongoing work without a new blank request each time.

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Define the work before scheduling it

Start with a clear outcome

Use an available routine as a starting point or create a definition for the task. Examples include reviewing analytics, preparing content, or summarizing operational information.

Choose the context and steps

Combine supported data, AI, and script steps for the work. Use business context for reasoning and explicit transformations or validation where the result needs precision.

Set the schedule

Choose when the routine should run and review the timing for the business. A content draft and an operational review may need different frequencies and follow-up.

Approve and inspect

Use the routine’s approval workflow before enabling consequential work. Review its definition and results, and stop or revise the routine when the requirements change.

Keep actions within the intended scope

A routine’s output and available actions depend on its definition, permissions, and installed capabilities. Preparing a draft and publishing it are different outcomes.

Plan for unavailable inputs

Decide what should happen when a source or provider cannot supply the information the task needs. Review failures explicitly rather than assuming a scheduled run completed its purpose.

Useful to know

Can I run a routine immediately?

Yes. Supported routine tools include a run-now action as well as schedule management.

Does a routine automatically have full site access?

No. Its definition, available capabilities, and authorization determine what it can do.

Can I reuse and adjust an existing routine?

Yes. Routines can be duplicated and updated, with approval and schedule settings reviewed for the new work.

Keep the useful work moving.

Build a routine around the tasks worth doing consistently.

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