AI Employee

Routine

Automated workflows that run like clockwork

A Routine is a recurring automated workflow that an AI Employee executes on a schedule. Morning AR checks, daily quote follow-ups, weekly inventory reports — routines ensure nothing falls through the cracks.

Real-World Examples

Scenario	What Happens	Outcome
Morning AR Check	Pull overdue invoices, prioritize, send follow-ups	All overdue accounts contacted before 9 AM
Daily Sales Follow-up	Check stale quotes, send reminders, update CRM	No quote goes cold for more than 3 days
Weekly Inventory Report	Scan stock levels, flag low items, generate report	Management gets actionable inventory insights every Monday
End-of-Day Recap	Summarize actions taken, decisions made, escalations pending	Team has full visibility into AI Employee activity

Morning AR Check

Pull overdue invoices, prioritize, send follow-ups

All overdue accounts contacted before 9 AM

Daily Sales Follow-up

Check stale quotes, send reminders, update CRM

No quote goes cold for more than 3 days

Weekly Inventory Report

Scan stock levels, flag low items, generate report

Management gets actionable inventory insights every Monday

End-of-Day Recap

Summarize actions taken, decisions made, escalations pending

Team has full visibility into AI Employee activity

Related Concepts

Task

The atomic unit of AI work

Schedule

When AI work happens

Procedure

Business processes with built-in intelligence

Goal

Measurable outcomes that drive AI behavior

Experience

Self-learning expertise from real conversations

See how AI Employees use Routines

Explore AI Employee Personas