Set up a routine

There are three ways to make one:

• New routine on the Routines page, to build it yourself.
• Or describe it to ARCHITECT, to say what you want in words and approve its plan.
• Routine templates, to pick a ready-made one and Add to my routines.

Build it yourself

1. Give it a name at the top.
2. When: pick what starts it. On a schedule, On an app event, On data change, On webhook call, or Manual (I run it).
3. Do this: pick the agent and describe the job in plain words. The agent picks the right tools itself.
4. Save, and switch it On.

Tips for the job description

• Say what to do and what "done" looks like: "Draft a reply in the customer's language. Don't send it."
• Name the table or app when it matters.
• Keep one routine to one job. If different items need different handling, use cases.

Related: Sort incoming items with cases · Run a routine on a schedule