Routines
Your AI Works While You Sleep. You Wake Up to Answers.
Tell your Daily Briefing routine when you want it. 6 AM, before standup, Sunday night. It gathers your open tasks, unread notifications, overdue workflows, and recent notes. Then it composes a single, cited summary of what needs your attention today. Every claim links back to the source. Nothing happens behind your back.
The Problem
You open your laptop Monday morning. 14 Slack notifications. 23 emails. Three overdue tasks you forgot about. A workflow that failed over the weekend. You spend the first hour just figuring out what happened. By the time you know what matters, standup already started. Every day starts the same way: behind.
How It Works
From input to insight in four steps.
Schedule
Tell your routine when to run. 6 AM, before standup, Sunday night. You pick the cadence.
Gather
It collects open tasks, unread notifications, overdue workflows, and recent notes from your UniversalContext Map.
Compose
AI composes a cited briefing of what needs your attention. Every claim links to its source document, task, or notification.
Approve
Suggested tasks require your approval. One click to add, one click to dismiss. Nothing is created without your say-so.
Key Capabilities
What you can do with Routines.
Every briefing section links to the source document, task, or notification it references. Zero citations means the run fails automatically. Click any claim to see the original in context.
A pre-check counts noteworthy items before any AI runs. Empty day means no briefing, no notification, no credit spend. Your routine stays silent on slow days. Zero wasted attention.
Set a per-routine credit cap. The system enforces it before the AI even starts. No runaway costs. No surprise bills. You decide how much intelligence each routine is worth.
Three consecutive failures and the routine pauses itself with a clear explanation of what went wrong. No silent errors. Re-enable in one click when you're ready.
Preview any template against your real data. No routine created, no run saved. Just a live look at what you'd get. Commit only when you've seen the value with your own eyes.
Six platform-seeded templates on day one: Daily Standup Prep, Weekly Review, Meeting Action Items, Project Health Check, Research Digest, Inbox Prioritizer. Org admins can create and share more.
Use Cases
See how organizations apply Routines in practice.
Your routine runs at 6 AM. By the time you open your laptop, it has gathered yesterday's completed tasks, today's blockers, and overnight notifications into a single cited brief. You walk into standup already knowing what to say.
Sunday night. Your routine scans the week: overdue tasks, dropped threads, stalled workflows, unresolved action items. Monday morning you open a single summary with everything that slipped. Nothing stays forgotten.
After every meeting, your routine collects action items assigned to you across all recent transcripts. It surfaces commitments you made, deadlines you agreed to, and follow-ups due this week. Every item links to the meeting where you said yes.
Related Features
Works even better together.
See Routines in Action
Schedule a personalized demo to see how Routines can transform your organization.
No pitch. No pressure. Just a 30-minute look at how this works.