Routines

A routine is a piece of desk work that repeats on a schedule.

Built in

• Daily check, Management desk, weekdays.
• Prospect scout, Prospecting desk, Mondays.
• Report watch, Reporting desk, Mondays.

Adding one

1. Open Routines.
2. Pick a template, or describe what you want in your own words, for example "Every Friday list the tasks that slipped this week".
3. Choose the desk and the schedule: daily, weekly or monthly. Scheduled runs happen at 07:00 Nairobi time.

Each run

A run leaves a report on the routine, a line in Activity and, when a person is needed, an item under Needs you. Run now runs it at once. Pause stops it without deleting it. History shows past runs.

Cost

Built-in routines use rules and little or no AI. Your own routines use AI credits on each run; the report shows on the Usage page.