A routine is work a Relay does without being asked each time — a daily reconciliation, a weekly summary, watching an inbox. Routines live on the Relay's Routines tab, and in the Ongoing work step of setup.
Add a routine
Click Describe a routine. Give it a name and an objective, and choose a trigger:
- On a schedule — such as weekdays at 9:00, or a custom schedule.
- When a monitor alerts — when one of your monitors fires.
- Watch a source — keep an eye on a Gmail, Outlook, or Google Calendar account, or a workspace table, and act on what needs attention.
Each routine shows when it runs next and last ran, and who it runs on behalf of. Use Run now, Edit, Turn on or Turn off, and Delete.
Teach by showing
Some routines are easiest to show rather than describe — "open the supplier portal, download yesterday's report, upload it here". If the Relay has a browser, you can do the routine once on its browser and it becomes a routine.
- On the Routines tab, click Teach by showing. The panel shows the Relay's browser, live.
- Click Take over and get the page ready, for example signed in.
- Click Start recording, then do the routine once. Each step appears as you go: Open [address], Click "[button]", Fill "[field]" with "[value]", and key presses such as Press Enter.
- Click Stop and review. A New routine opens with the recorded steps as its objective and On a schedule as its trigger. Check it, set the schedule, and save. Or click Discard to throw the recording away.
Things to know:
- Passwords are never recorded. Keep the Relay's browser signed in instead (its profile keeps sign-ins between sessions by default).
- A recording keeps up to 40 steps. Clicks on unnamed elements are noted but not recorded.
- Only one person can record on a Relay's browser at a time.
- When the routine runs, actions that change something outside — like submitting a form — still go through review each time.
Teach by showing only appears when the Relay has a browser that is set up. See Browser and computer.
Skills
Under How it does things, a Relay's skills are written instructions for a specific kind of work, invoked with a slash name such as /reconcile-cod. Click New skill to write one.
- Skills come from three places: Built-in, This Relay, and Workspace — including skills that plugins add.
- A skill is part of the Relay's published version. Its state shows Published, Changed since publish, or Not published yet. Publish the Relay to use a new or changed skill.
- In Chat, you can call up to three skills in one message.