Routines - SureThing

A routine is work an agent does again and again without you asking each time — a Monday traffic report, a daily inbox triage, a reply whenever a certain kind of email arrives.

Creating a routine

The easiest way is to ask in the conversation: “Every weekday at 9am, summarize yesterday’s sign-ups and post it to #growth.” The agent sets up the routine for you. You can also create one from the Routines view of a project, or from Routines in the sidebar, which lists routines across all your projects.

Triggers

Trigger	Runs when
Schedule	At a set time — Daily, Weekly, Hourly, Once, or a custom schedule.
Email	A new email in a connected inbox matches your filter.
Calendar	A calendar event in a connected calendar matches your filter.

Email and calendar filters are written in natural language — for example “invoices from vendors” or “external meetings with new prospects”. No exact matches or regular expressions needed.

Managing routines

Filter routines by Active, Paused, or Completed.
Open a routine to see its run history and what each run produced.
Pause a routine to stop it temporarily, or edit its instructions and trigger.
Each routine can use its own model, so frequent, simple routines can run on a lighter model to save credits. See Plans and credits.

If a routine sends emails or posts on your behalf, its drafts come to you as approval cards so you can review them before they go out.