Agents

Routines in an agent

Schedule prompts to run automatically against this agent. Cron schedule + prompt body + (optional) target audience.

Open the agent's detail page → Routines tab. Click + New routine.

Fields

Name. Short label (e.g. "Morning book check").
Cron. Standard 5-field cron (0 9 * * * = every day 9am). See Cron syntax.
Prompt. The exact text sent to the agent on every fire.
PHI mode. Override the default for this routine (Fast / BAA).
Output sink. Where to send the result: log only, Slack channel, email, GHL note on a contact, …

Examples

"Every morning 8am, summarize last 24h GHL activity to my #ambrose-daily Slack channel."
"Every Sunday 7pm, run the medicare watchdog and email me the findings."
"Every Monday 9am, draft this week's social pack and save it as a draft post in GHL."

History

Every run is logged with input, output, tokens, latency, cost. See History & logs.

Call agents: start from the library

Call AI agents have a Routine library on the same tab: scoring, digests, compliance alerts and reviews, ready to add. See Call AI agents.

Two things to know when you write your own

Days of the week are numbers. 0 9 * * 1 is Mondays at 9am (0 = Sunday). Names like MON are not accepted. Do not limit both the day of the month and the day of the week in one schedule: this scheduler needs both to match, so 0 9 1-3 * 1-5 runs on every weekday from the 1st to the 3rd.
Quiet runs. If your prompt tells the agent to begin its reply with [nothing to report] when there is nothing new, that run is kept in the history but not posted to Slack, Discord or your notifications. Useful for routines that run often.

## Routines in an agent

Schedule prompts to run automatically against this agent. Cron schedule + prompt body + (optional) target audience.

Open the agent's detail page → **Routines** tab. Click **+ New routine**.

#### Fields

- Name. Short label (e.g. "Morning book check").

- Cron. Standard 5-field cron (0 9 * * * = every day 9am). See Cron syntax.

- Prompt. The exact text sent to the agent on every fire.

- PHI mode. Override the default for this routine (Fast / BAA).

- Output sink. Where to send the result: log only, Slack channel, email, GHL note on a contact, …

#### Examples

- "Every morning 8am, summarize last 24h GHL activity to my #ambrose-daily Slack channel."

- "Every Sunday 7pm, run the medicare watchdog and email me the findings."

- "Every Monday 9am, draft this week's social pack and save it as a draft post in GHL."

#### History

Every run is logged with input, output, tokens, latency, cost. See History & logs (/docs/routines-history).

### Call agents: start from the library

Call AI agents have a **Routine library** on the same tab: scoring, digests, compliance alerts and reviews, ready to add. See Call AI agents (/docs/call-agents).

### Two things to know when you write your own

- Days of the week are numbers. 0 9 * * 1 is Mondays at 9am (0 = Sunday). Names like MON are not accepted. Do not limit both the day of the month and the day of the week in one schedule: this scheduler needs both to match, so 0 9 1-3 * 1-5 runs on every weekday from the 1st to the 3rd.

- Quiet runs. If your prompt tells the agent to begin its reply with [nothing to report] when there is nothing new, that run is kept in the history but not posted to Slack, Discord or your notifications. Useful for routines that run often.