A routine is the chat agent running without you: a named instruction in plain language, on a schedule, with the result delivered to Slack or email. Anything you would ask in chat every week can become a routine.
Creating one
Go to Operations > Routines and click Create routine.
Name it and write the instructions the way you would brief a person, and pick the schedule and delivery on the same form: "Every Monday, summarize last week's Meta performance, call out the 3 best and worst ads, and flag anything anomalous." You can reference your skills.
Pick the schedule: daily, weekdays, weekly, twice monthly, every 6 hours, or a custom cron, with the timezone you want. The form shows the next run time so there are no surprises.
Choose where results go: a Slack channel, email recipients, or both.
Good starter routines
Monday 9am: weekly performance summary to the team channel.
Daily: anomaly watch that only posts when something moved abnormally.
Friday: competitor sweep listing new ads your tracked companies launched this week.
Worth knowing
Each routine keeps a run history you can inspect, and can be edited or paused any time.
Routines you create from chat start disabled; activate them on the Routines page when you are happy with the setup.
Email delivery comes from [email protected]; manage recipients under Settings > Notifications.