Routine templates
Discover routines is a gallery of ready-made ideas — briefings, digests, reminders, and monitors — you can turn on in a tap and tweak.
Last updated August 20, 2026
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Not sure what to automate first? Discover routines is a gallery of ready-made ideas you can turn on in a single tap. Each one is a complete routine you can use as-is or tweak — the fastest way to get started.
Browse by what you need
The gallery is organized around the jobs people reach for most:
- Briefings — a morning rundown, the day ahead, a look at the week.
- Digests — unread email, a weekly review, last week's numbers.
- Monitors — industry news and competitor watches.
- Reminders — tasks due today, follow-up nudges, an inbox cleanup prompt.
- Sales & work — new leads, CRM follow-ups, standup prep, meeting prep.
Use a template
Open Discover
On the Routines page, browse the ready-made ideas.
Pick one that fits
Choose a template that's close to what you want.
Make it yours
Adjust the name, what it covers, the time it runs, and the channel it delivers to.
Turn it on
Switch it on and it starts on its next scheduled run.
A few to try
| Template | What it does |
|---|---|
| Morning brief | A short daily rundown: calendar, top emails, and news you follow. |
| Unread email digest | A tidy summary of your unread email so you can triage in seconds. |
| Competitor watch | A weekday check for anything new from the competitors you name. |
| New leads digest | A morning summary of new leads and inbound interest. |
| Weekly metrics digest | A Monday digest of last week's numbers from your connected tools. |
| End-of-day wrap | An evening recap of the day and what to pick up tomorrow. |
Templates are starting points. Turn one on, then shape it to your world — change the topics, the timing, and the wording until the brief reads exactly the way you want.
Next steps
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