Routines

What routines do

A routine is a scheduled prompt attached to an agent or a team. It is the easiest way to make Ambrose run on its own — nightly book checks, weekly newsletters, daily KPI digests.

Anatomy

A cron schedule (5-field: min hr dom mon dow).
A target — an agent or a team.
A prompt body — what to ask.
An output sink (optional) — Slack, email, GHL note, log only.
A PHI mode (optional) — override the default.

Where to add one

Per-agent: agent detail → Routines tab.
Per-team: team detail → Routines tab.
Cross-agency view: Routines in the top nav — one list of every scheduled routine with deep-links into the owning node.

Sample routines

What	Cron	Target	Prompt
Morning briefing	`0 8 * * *`	Agent: Ambrose	"What changed since yesterday? Summarize in 5 bullets."
Renewal scan	`0 9 * * 1`	Team: Renewals	"List clients renewing in next 45 days who haven't received a touch."
Watchdog daily	`0 7 * * *`	Agent: Sam	"Run aca_scan_book + medicare_scan_book. Post findings to Slack #alerts."
Weekly social	`0 9 * * 1`	Agent: Morgan	"Generate this week's social pack (LinkedIn + IG + FB)."
Fire a Claude Routine	`0 22 * * *`	Agent: Ambrose	Run the Claude Routine "Nightly Book Report". (how)

## What routines do

A routine is a scheduled prompt attached to an agent or a team. It is the easiest way to make Ambrose run on its own — nightly book checks, weekly newsletters, daily KPI digests.

### Anatomy

- A cron schedule (5-field: min hr dom mon dow).

- A target — an agent or a team.

- A prompt body — what to ask.

- An output sink (optional) — Slack, email, GHL note, log only.

- A PHI mode (optional) — override the default.

### Where to add one

- Per-agent: agent detail → Routines tab.

- Per-team: team detail → Routines tab.

- Cross-agency view: Routines in the top nav — one list of every scheduled routine with deep-links into the owning node.

### Sample routines

| What | Cron | Target | Prompt |

| Morning briefing | 0 8 * * * | Agent: Ambrose | "What changed since yesterday? Summarize in 5 bullets." |

| Renewal scan | 0 9 * * 1 | Team: Renewals | "List clients renewing in next 45 days who haven't received a touch." |

| Watchdog daily | 0 7 * * * | Agent: Sam | "Run aca_scan_book + medicare_scan_book. Post findings to Slack #alerts." |

| Weekly social | 0 9 * * 1 | Agent: Morgan | "Generate this week's social pack (LinkedIn + IG + FB)." |

| Fire a Claude Routine | 0 22 * * * | Agent: Ambrose | Run the Claude Routine "Nightly Book Report". (how) |