Guides

Set one job to run on its own.

A routine is the simplest workflow there is: one of your agents, doing a single job, on a rhythm you set. A morning brief before you wake. A weekly tidy every Friday. You set it up once, and it just happens.

01The idea

A routine is one agent on a cadence

Set it once. It gets on with it.

A routine is a single recurring job — one agent, one task, running on its own. It is the smallest unit of work that keeps happening without you: a morning brief, an inbox sweep, a dashboard kept current, a weekly review. One clear instruction, on a rhythm.

That is the whole difference from a workflow. A workflow is several agents handing work along in stages; a routine is just one of those stages, standing on its own. When one agent doing one job is all you need, a routine is the simplest way to set it running.

What a routine can produce

Every routine makes one kind of thing. You pick which when you set it up — and each has its own place it lands:

A note in your vault

It writes something and files it — a morning brief under Daily/, a weekly review, a research digest. There when you look.

A dashboard, kept current

It refreshes a saved view so the numbers are always up to date — spending this month, your training week, a pipeline.

A card in your inbox

It surfaces something that needs you — a flagged email, a heads-up, a draft to approve — waiting quietly until you look.

02Set one up

You describe it, and choose when it runs

You set a routine up by talking — describe the job and 1Presence shapes it into a clean, self-contained instruction it can run unattended. You do not have to give it a schedule at all: a new routine runs on demand by default, whenever you tap Run now. It only runs on its own once you ask it to.

Create a routine
Every morning, write me a one-page brief: my calendar, my unread mail, anything urgent — file it under Daily/.

It shapes a routine that produces a vault note, and asks whether to run it on a schedule or just on demand.

Keep my spending dashboard current each week.

It sets up a routine that refreshes that dashboard, ready to arm to a weekly cadence when you say so.

Sweep my inbox each weekday and raise anything that needs me.

It creates a routine that files a card to your inbox — running only when you turn the schedule on.

Give it a schedule, or refine it
Run the morning brief every weekday at 7am, my time.

It arms the schedule to that cadence and timezone; a preview shows exactly when it will next fire.

Change the weekly review to also include what I shipped.

It edits the routine’s instruction in place — the next run uses the new brief.

Pause the inbox sweep for now.

It stops future runs without deleting anything; resume it whenever you like.

A routine never turns itself on. It runs automatically only once you have explicitly given it a schedule — until then it waits for Run now. That way nothing starts happening on its own that you did not ask for.

How setting up a routine goes

  1. 1

    Describe the job

    Say what it should do and what it should make — a brief in your vault, a dashboard kept current, a card in your inbox. One clear task.

  2. 2

    Choose on demand, or a schedule

    Leave it to run only when you tap Run now, or give it a cadence — daily, weekly, monthly — with the time in your own timezone.

  3. 3

    Try it with Run now

    Run it once by hand to see the result before you trust it to the schedule. Its run history keeps every run, with what it did.

  4. 4

    Let it run

    From then on it gets on with it. The result lands in the place you chose, and it pauses to your inbox only if it genuinely needs you.

03When it needs you

It runs unattended — and asks only when it must

Most of the time a routine simply does its job and leaves the result where you asked. But if it hits something only you can settle — a missing detail, a first-time permission to send or write out — it pauses and leaves a card in your inbox, then carries on once you answer.

Following a run, reading what it did, and answering what it asks for is its own subject — the runs and inbox guide covers it. This guide is about getting the routine set up in the first place.

If a run genuinely cannot be done — a connector is disconnected, a required input was not provided — it records an honest “couldn’t run, here’s why” rather than a false success, so you are never misled by an empty result.

When a routine wants to become a workflow

A routine is one step. The moment a job wants more than one — a researcher who gathers, then a drafter who writes, then a check before it lands, or a human yes partway through — it is really a workflow, not a routine. The good news is that the machinery is the same: a routine grows into a workflow by adding a stage. Start with the simplest thing that works, and let it grow only when the work does.

The simplest automation

One job, off your plate, for good.

Pick a single thing you do on a rhythm — the morning brief, the Friday tidy — hand it to an agent, and set it running. A routine is the smallest, easiest way to make something just keep happening.

Common questions

What is the difference between a routine and a workflow?

A routine is one agent doing one job on a cadence — a single step. A workflow is several agents handing work along in stages. A routine is the simplest kind of workflow, and grows into a full one by adding a stage. More on workflows.

Will a routine start running on its own the moment I set it up?

No. A new routine runs only when you tap Run now, until you explicitly give it a schedule. Nothing runs unattended that you did not ask to — and you can pause a scheduled routine any time.

Where does a routine put its result?

Wherever you chose when you set it up: a note in your vault, a dashboard it keeps current, or a card in your inbox. Every run is also kept in the routine’s run history, with what it did.

What happens if a routine cannot finish?

It records an honest “couldn’t run, and here’s why” — a missing input, a disconnected connector — instead of a false success, and if it needs a decision from you it pauses and waits in your inbox. See runs and the inbox.

Set one thing to run on its own.

Pick a job you do on a rhythm, describe it, and choose whether it runs on demand or on a schedule.

It only ever runs unattended once you have given it a cadence.