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.