Routines: the work you never ask for

Everything in the last article started with you typing. A routine is the other half: a job your assistant does on its own, either when something happens or at a time you picked. Routines in the sidebar is where they all live.

The two that are always on

These start the moment your mailbox is connected, and you cannot switch them off:

• Inbox Triage — an email arrives, your assistant reads it, files it against the right company, contact and deal, and moves the deal on if the thread moved it. Anything worth your attention shows up on Where you stand.
• Meeting Debrief — a recording finishes transcribing, your assistant reads the conversation, files it, updates the record and writes the summary onto the recording.

The reason they are not optional is the reason they are safe to leave running: on this path your assistant has no way to write to anyone. It reads, files and tells you. Replying is not a thing it can do here — the ability is not in its hands on this route, so a connected mailbox never means a surprise email.

Your daily report

Daily Report is the third built-in routine, and the one you can switch off. Every working evening, in your own timezone, your assistant writes up your day: who you talked to and through which channel, which deals you moved, what your work brought into the CRM, what a colleague or an agent handed you, and what is still open. It lands in Library and as one line on Where you stand — tomorrow's report replaces today's line rather than piling up.

A report is one day, midnight to midnight. Run now brings today's up to date instead of starting another, and anything that happens after the evening report — a late call with a customer abroad — is added to that day's report the next time it runs.

It counts what you did, not what carries your name: a lead an agent brought in isn't your work until you work it. The numbers come from what Dopia saw — your email, your calendar, your meeting recordings and the LinkedIn and X messages your browser extension picked up — and your assistant only writes the sentence next to each row. If something is wrong, change it: click any line to rewrite it, mark a conversation that doesn't count and the totals at the top follow, tick off follow-ups. A call from your phone, a WeChat thread or a visit isn't in it unless it was on your calendar.

The report is yours alone. Nobody else in your workspace can open it, and it can't be shared. Open the routine to move it to another time, or switch it off. A working day with nothing in it still gets its report, saying so — anything you didn't tick off is carried into the next day's follow-ups. A weekend gets a report only if you worked.

Routines you write

Everything else is yours. A routine you add is a time plus an instruction in plain language — the same thing you would type into the box on Home, except it runs on a schedule. Daily, weekdays, or one day a week, at a time you set. You can keep twenty.

When one runs, it opens as a conversation under Recents, exactly as though you had asked. That matters more than it sounds: the result is not a report you read and close. You can reply to it, push back, ask for the version that leaves out the deals you already know about.

Reading what happened

Open any routine for its Logs — every run, what triggered it, and what came of it. A scheduled run links to its conversation, a daily report run to its report; a run that fired on an email or a recording keeps a read-only replay you can open.

Routines run on the model your workspace chose for them in Organization settings → AI models, and any routine, the two built-in ones included, can pin a different model — and how hard it thinks — on its own page. If your workspace runs out of credits, runs do not fail silently — the work queues and replays once you top up.

A routine that has produced nothing useful twice running is telling you the instruction needs sharpening.

Next: what it is all writing to

Triage files things; debriefs update records. Companies, contacts and deals is the three tables underneath all of it.