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Routines
A routine is work you’d otherwise ask for again and again. Describe it to Amy once, tell her when you want it, and she builds it, schedules it, and delivers the result to your channel from then on. Asking Amy for something is delegation. A routine is delegation you only have to do once.

What a routine is

A routine breaks down multi-step tasks into smaller tasks on a recurring basis. Amy writes the steps in plain language, each one feeding the next, ending with a step that delivers the finished result to you. You can read every step, edit any of them, change the schedule, or pause the whole thing. Nothing runs that you haven’t seen.

How it works

You build routines by talking to Amy, the same way you’d brief a colleague. There’s no builder to learn and no scheduling syntax to write.

1. Describe the outcome

Tell Amy what you want and when you want it. She recognises a recurring request and starts building.

2. Amy drafts the steps

She names the routine, breaks the work into steps, sets the cadence and your timezone, and adds a step that delivers the result to your channel.

3. She checks the connections

If a routine needs a tool you haven’t connected, Amy saves it as a draft and tells you exactly what’s missing instead of activating something that would fail.

4. A safety check runs

Before anything goes live, the routine is reviewed for actions you might not have intended. Low-risk work passes straight through. Anything high risk is held until you’ve reviewed and confirmed the intended action.

5. It goes live

Amy confirms the schedule and a summary back to you in chat, and the routine appears under your live routines page.

6. It runs and reports

Each run does the work and delivers the result to your channel. Every run is logged so you can see what happened and how many credits were consumed.

Schedules

You set the schedule in plain language. Amy handles the rest.
  • Daily. Every day, or weekdays only if you give Amy the weekend off
  • Weekly. A named day of the week
  • Bi-weekly. Every other week
  • Monthly. A date each month
  • Custom. Any pattern the presets don’t cover

Safety checks before anything is sent

You stay the decision-maker. Amy never sends, writes, or changes anything on your behalf without your approval, so a routine can’t take an action you didn’t intend while you’re not watching. Routines that only read and report (briefings, drafts, digests, reviews) run start to finish on their own. Routines that change something (sending an email, writing to your CRM) are held for your final review before running autonomously.
  • Checked before it goes live. Every routine is reviewed for actions you might not have intended. Anything high risk is blocked until you’ve reviewed and confirmed the intended action.
  • Approved on every run. A step that sends or writes produces a draft routine that waits in Review until you approve or discard it. Nothing leaves your account without your approval.
  • Test before it’s live. Run a routine as a test and see the output before setting the routine live.
  • Run it on demand. Press run at any time and watch the run progress rather than wondering whether it worked.
  • Pause or delete, any time. A routine runs for exactly as long as you want it to.
Routines are personal by default. A routine you build runs on your account, with your connections, and delivers to you.

Getting started

Describe the work and the schedule in one message. Amy takes it from there.
Copy and send to Amy
Copy and send to Amy
Copy and send to Amy
You can also open Routines in your workspace and use Create Routine to build one in a chat panel without leaving the page.

Managing your routines

Everything you’ve built lives in one place, split three ways.

Live

Routines running on their schedule. Open one to read its steps, edit them, change the cadence, or pause it.

Drafts

Routines you started and didn’t finish, or ones waiting on a connection. Reopen a draft and the conversation picks up where you left it.

Activity

Every run, what it produced, and the credits it used, so you can see the cost of a routine before you add another.
You can manage routines from chat too, in any channel:
Copy and send to Amy
Copy and send to Amy
Copy and send to Amy

Pro tips

  • Say where you want it delivered. If you don’t, Amy defaults to email.
  • Start with one morning briefing. Add reviews and digests once you’ve seen what a good one looks like.
  • Ask for a test run before a routine goes live, especially the first time it will send or write something.
  • If a routine lands as a draft, it’s almost always a missing connection. Connect the tool and ask Amy to activate it.
  • Anything you’ve asked Amy for twice is a routine waiting to happen.

Recipes you can make recurring

Every recipe below works as a one-off, and works better on a schedule. Open one and use the prompt in its Make it a routine section, or just tell Amy the recipe name and the cadence you want.

Daily

Daily Inbox Briefing

Every weekday morning, before you open your inbox.

Meeting Prepper

Each morning, a briefing on everyone you’re meeting that day.

Company News Digest

Daily news, signals, and leadership moves across your watchlist.

Meeting Follow-Up

End of day, follow-ups drafted for every meeting you had.

Automated Diligence

A first-pass read on anything new that landed in your pipeline.

Summarise Team Discussions

A short read on the channels you couldn’t follow live.

Weekly

Deal Pipeline Review

Monday morning: what moved, what stalled, what needs you.

Competitor Pulse

What your competitive set shipped, hired for, and said publicly.

CRM Enrichment

Missing fields found and filled before they become a problem.

Create a Weekly Team Update

Friday afternoon, a ready-to-send summary of the week.

Job Change Tracker

Who moved roles this week, and what it means for you.

Action Item Tracking

What you committed to and haven’t closed yet.

Research Funding Rounds

Who raised, how much, and from whom, in your sectors.

Research Companies with Scaling Headcount

The companies growing fast enough to need you.

Monthly

Nurture Network Relationships

Who you’ve gone quiet on, and a reason to reach out.

Sector Deep Dive

A refreshed read on a market you need to stay current in.
View all recipes →

Next steps

Browse Recipes

Ready-made workflows you can schedule in seconds.

Integrations

Connect the tools your routines need before you activate them.

Channels

Choose where your routines deliver: email, Slack, or Telegram.

Context Library

Store the preferences and formats your routines should follow.

Book a free expert session →

Want a hand turning your recurring work into routines? Book a free session with an Amy expert and we’ll build the first few with you.