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.