Recurring workflows allow your assistant to continuously perform tasks on your behalf based on a schedule or trigger.
Unlike one-time tasks, recurring workflows remain active and continue running until you modify or disable them.
Create a Recurring Workflow
In the dashboard, create a recurring task and describe the workflow you would like the assistant to perform. Examples:
"Every weekday at 8:00 AM, send me a good morning email with the weather in New York and pre-market news."
"Every Friday at 4:00 PM, send me a preview for Monday's schedule."
"Every Monday morning, remind me to review open action items."
"At the end of each month, send me a summary of my upcoming travel."
Meeting-Based Workflows
If meeting notes or meeting intelligence integrations are connected, the assistant can perform actions related to your meetings. Examples:
"After every meeting, send me a summary and action items."
"After every customer meeting, draft a follow-up email."
"Before each customer meeting, prepare a briefing on attendees and recent activity."
Research & Reporting Workflows
The assistant can periodically gather information and provide updates. Examples:
"Every morning, send me a summary of AI industry news."
"Every Monday, send me a report of upcoming meetings for the week."
"Every Friday, summarize open tasks and projects."
"Provide a monthly summary of activity related to a specific customer or project."
Personal Productivity Workflows
Examples:
"Remind me to have a great day every morning at 8:00 AM."
"Remind me to submit my expense report every Friday."
"Remind me to review my calendar every morning."
"Remind me to prepare for tomorrow's meetings at the end of each workday."
What to Expect
The assistant will create and schedule the workflow.
The workflow will remain active until modified or disabled.
The assistant will automatically execute the workflow according to the schedule or trigger conditions you provide.
You can update instructions at any time as your needs change.
Track the Workflow
Active workflows can be viewed in the dashboard under Planned Tasks.
There you can:
Review workflow details
Modify instructions
Pause or disable workflows
Monitor execution history
View completed runs
Recurring workflows are a powerful way to delegate routine work to your assistant and automate repetitive tasks over time.