Routines

1. Click Add routine or open Explore.
2. Use Search routines or the category buttons: Briefings, Meetings, Sales, Fundraising, Finance, Team, Operations, Growth, Research, Email, and Custom. Suggested for you at the top picks routines for your company's stage.
3. Each card shows the category, when it runs (or Triggered), a Read-only label if it changes nothing, and its estimated cost, such as "~6 credits / run".
4. Click a card to read about it: the description, How it works, what it has permission to do, and what You choose. Then click Configure, or click Add directly on the card.
5. In Set up Routine name, fill in:
   • Name — shown in your list. It starts as the routine's catalog name.
   • Your settings — the choices for this routine, such as which stages or boards to look at. Some routines have nothing to set.
   • When it runs — choose the Cadence (Every day, Weekdays, Weekly, or Monthly), the Day or Day of month if needed, and the Time. The sentence underneath confirms the schedule, your organization's timezone, and the next run.
   • How you hear back — any of In-app notification, Email summary, and Chief of Staff chat.
6. Check the Permissions box. It lists what the routine Can read and Can write, and whether writes asks first or runs automatically.
7. Optional: click Try it once to run it one time with these settings before anything is scheduled. The result appears in a Test run box, and writes still ask first. This uses credits.
8. Click Add routine.

1. In Explore, find Custom Routine under Custom and click Add.
2. Under What should the agent do each run?, write the instruction. Be specific, because it can't ask you follow-up questions.
3. Choose who it should work as under Run as. It starts on your Chief of Staff, and it can use every tool that advisor has.
4. Set When it runs and How you hear back, then click Try it once or Add routine.

Some routines run because something happened, not at a set time. They show Triggered on the card and a lightning icon in your list. Examples include New Lead Welcome ("whenever a new lead is created") and Decision Logged ("whenever a decision is logged").

1. Add the routine the same way. When it runs shows the event instead of a schedule: "Triggered routines fire on the event itself — no schedule to set."
2. Try it once isn't available for these. After you add it, the routine runs on the next matching event.

Your organization starts with built-in routines, marked Built in: Morning Briefing, Evening Wrap-up, Monday Weekly Digest, Monthly Review, Monday Plan, Friday Review, Daily Nudge, Friday Receipt, and Meeting Prep Nudge.

1. Open one in My routines and click Edit, or click Customize on its card in Explore.
2. Change the time or delivery and save. To stop it instead, open the three-dot menu and choose Pause.
3. Built-ins can't be removed while untouched, only paused. Once you've changed one, it becomes a regular routine that you can also Remove, which brings back the original built-in.

Evening Wrap-up stays paused unless the evening brief is enabled for your workspace.

Select a routine in My routines. The list groups them under Active and Paused. The detail page shows:

• Settings — the answers you gave.
• Schedule & delivery — when it Runs, the Next run, Last run, Timezone, and how results reach you.
• Permissions — what it can read and write.
• Cost — credits Per run (estimated until a run has been measured) and Per month.
• Recent runs — up to the last 20 runs, each with a status: Completed, Failed, Waiting for approval, Running, Queued, or Cancelled. A label shows why it ran: Scheduled, Run now, Triggered, Try it once, or Resumed after approval. Click Transcript to read the full run, or Briefing for briefing routines.

Owners and Admins see these on the routine's detail page:

• Run now — runs it once, outside its schedule. You'll be notified when it finishes. It's disabled while a run is in progress.
• Edit — reopens the setup form. Click Save changes when you're done.
• Three-dot menu, then Pause or Resume — stops or restarts it.
• Three-dot menu, then Remove — confirm in the Remove this routine? dialog: "It stops running immediately. Past run transcripts stay in the AI Advisory Board."

1. If a routine's write is set to asks first, the run stops and shows Waiting for approval. A banner on the routine says how many actions are waiting in the Approval Center.
2. Click the banner, or open Chief of Staff and click Approvals, then decide.
3. Once approved, the run carries on and appears in Recent runs as Resumed after approval.

To let some writes run without asking, change them under Chief of Staff, Settings, Agent Autonomy. See AI Governance.