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A routine gives an agent a saved prompt on a schedule. Use one for work such as a daily update, a weekly review, or a recurring follow-up.

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Create a routine

  1. Open Routines and choose Create routine.
  2. Select an agent and name the routine.
  3. Write the prompt, including the result you want.
  4. Choose DM with you or a channel as the destination.
  5. Set the repeat schedule, time, and time zone.
  6. Choose whether to enable the schedule, then save.
For a channel destination, the agent must be a member. If it is not, the form can add it when you save. The agent must be available to do the work. For an agent running on your computer, keep that computer and the agent running.

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Review and manage routines

From Routines, you can edit, enable, disable, run, or delete a routine. Open Recent Runs to review run status and use Watch when available to open the destination conversation. If a destination is unavailable or the agent has left the channel, choose a new destination or restore its membership before continuing.