Routines that run while you work

1. 1

   Start from a preset

   Automations shows several routines you can switch on in one click — chasing an enquiry that went quiet, asking for a review after a finished job, flagging the urgent ones. Starting here is faster than describing one from scratch.

2. 2

   Or describe the one you want

   If none of them fit, say what you want in your own words and it gets built. You are describing a routine, not writing a rule.

3. 3

   Read it before you activate it

   A built routine is not a running routine. The panel says plainly when something is built but not activated yet. Open it, read what it will do, then activate it.

   Worth knowing: This is deliberate. A routine that emails your customers should never start because you clicked something once.

4. 4

   Set your opening hours

   Automations → Opening hours. Any routine that runs 'outside your hours' uses this schedule, so it is worth getting right before you switch one on.

5. 5

   Add seasonal reminders

   Seasonal reminders reach past customers months later, on a date you choose — a boiler service before winter, a system check before summer.

6. 6

   Check what it did

   You can see what a routine will do before it runs, and what it did afterwards. Check the first few runs rather than assuming.

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