Schedules
Turn any back-office job into a recurring run: the Monday report, the nightly cleanup, the weekly chase — same approval rules, delivered as reports.
View as MarkdownA schedule is a saved job with a clock: the prompt, the cadence, and on/off. The sweep picks due schedules up and starts a normal run — same visibility, same pause-on-write.
Schedules that earn their keep
| Schedule | Cadence | Why |
|---|---|---|
| The owner's report — calls, chats, leads, bookings by door | Monday 8am | The number the business actually wants weekly, without asking. |
| Quote chase — deals in Quoted > 7 days, draft the follow-ups | Weekly | The follow-up nobody has time for, on rails. Approvals batch nicely. |
| Contact hygiene — dupes, dead records | Nightly | Keeps audiences and reports honest. |
| Stripe ↔ board reconciliation | Daily | Catches the paid-but-not-moved deal while it's one deal, not twenty. |
Write prompts like a handover note
The best schedule prompts read like instructions to a new assistant: what to look at, what good looks like, what to do about exceptions, who to tell. The AI keeps the note; you edit it as the business changes.