How routines work

Some things you do on repeat — a morning catch-up, logging invoices, prepping for meetings. Routines are how you teach your assistant to handle those for you: set it up once, in plain language, and it runs on its own.

This lesson covers the four pieces of every routine — when it runs, what it does, what it can access, and how much you trust it — plus the trust dial that lets you keep some actions hands-off and others approval-first.

Last updated on August 8, 2026.