What a routine is
A routine is a rule written in plain words: when something happens, do this. In one showcase, for example, a fee that passes its grace period moves to the office’s list of fees to follow up. Reports can be prepared the same way.
A person approves what leaves the company
The crew prepares the message or action, and anything that would leave the company waits in the Inbox for a person to approve it. In that showcase, the crew decided that fee reminders are never sent automatically: the office chooses whom to contact.
A history of what ran
Each routine keeps a history, so you can see what ran and what it did instead of wondering.
Changing a routine
Ask in the chat, the way you set it up. You do not schedule anything yourself.
How it works
- Say what should happen and when Write the rule in plain words.
- The crew sets it up The routine appears in Automations for you to see.
- It runs on its own The routine does its work and records a history.
- You approve what matters Anything that would leave the company waits in the Inbox.
Common questions
Will it message my customers on its own?
Not without a person. Anything that would leave the company waits in the Inbox for a person to approve it.
Can I see what a routine did?
Yes. A history shows what ran.
Do I have to schedule it myself?
No. Say it in plain words and the crew sets it up.
Related answers
Tell the crew what your business needs
Describe it in your own words. You approve what goes live.
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