> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lindy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Routines

> Saved instructions that tell Lindy to do recurring work on its own: daily briefs, meeting follow-ups, weekly digests, and anything you set up.

<Frame>
  <img src="https://mintcdn.com/lindyai/oT4AsoFsQDHf5ck7/lindy-brand-assets/teammate/routine-weekly-timeline-v2.png?fit=max&auto=format&n=oT4AsoFsQDHf5ck7&q=85&s=e1e8bbbccf844ec01165a71eb06b1a40" alt="A routine that runs every Monday at 9:00 AM: research socials, hiring, SEO and press at 9:00, write up what changed this week at 9:04, and post the report to #marketing at 9:08" width="1799" height="874" data-path="lindy-brand-assets/teammate/routine-weekly-timeline-v2.png" />
</Frame>

A routine is a saved instruction that tells Lindy to do recurring work on its own. Each one is three parts: a **trigger** (when it runs), a **prompt** (what to do, in plain English), and a **destination** (where the result goes). It isn't a separate bot, it's automation attached to your Lindy, which is what makes Lindy proactive: briefing you, prepping you for meetings, and tracking follow-ups without being asked.

Open the **Routines** page from the left sidebar to review what's running, toggle routines on or off, and add your own with **New**.

## Personal, Workspace, and Discover

Three tabs at the top of the page:

* **Personal** — run just for you, by your own Lindy. Anyone can create them.
* **Workspace** — run for the whole team through Lindy Teammate in Slack. Only workspace admins can create and manage these (everyone else sees them marked *"Needs admin"*), and Teammate has to be set up first.
* **Discover** — a library of ready-made templates you can add in one click.

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    <video src="https://mintcdn.com/lindyai/oT4AsoFsQDHf5ck7/lindy-brand-assets/teammate/routines-personal-workspace.mp4?fit=max&auto=format&n=oT4AsoFsQDHf5ck7&q=85&s=1cbe641c6b48be84afb69f419fbcff5d" autoPlay muted loop playsInline style={{ display: 'block', width: '100%', borderRadius: '16px', maxHeight: 'none' }} data-path="lindy-brand-assets/teammate/routines-personal-workspace.mp4" />
  </div>
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## Built-in routines

Lindy ships with a set of routines you can turn on or off with a toggle, per connected account:

| Routine                   | What it does                                |
| ------------------------- | ------------------------------------------- |
| **Daily briefs**          | Prepares you for your day                   |
| **Email drafting**        | Drafts email replies in your voice          |
| **Email labeling**        | Keeps your inbox organized                  |
| **Urgent email alerting** | Alerts you to time-sensitive emails         |
| **Follow-up bumps**       | Drafts a bump when sent emails get no reply |
| **Meeting note taking**   | Joins your meetings and takes notes         |
| **Meeting prep**          | Gives context on your meetings              |
| **Meeting scheduling**    | Coordinates meetings and proposes times     |

Flip any of them on or off any time. Turning one off stops it without removing it.

## Add a template from Discover

Discover has ready-made templates, grouped by area (Recommended, Email & comms, Calendar & meetings, Work, Workspace). Each card shows a status:

* **Ready** — add it in one click.
* **Needs setup** — shows exactly what's missing (like Gmail, Google Calendar, Slack, or meetings) with a **Connect** action right there.
* **Needs admin** — a team template you can add once a workspace admin sets it up.

Click any card to preview its trigger, scope, and prompt before you add it. A few good ones to start with:

* **Morning briefing** — preps you for the day
* **End-of-day review** — wraps today, preps tomorrow
* **Weekly wrap** — summarizes your week
* **Promise tracker** — tracks follow-ups you promise in email
* **Post-meeting follow-ups** — drafts a follow-up after client meetings
* **Calendar audit** — suggests meetings to decline or move on heavy days
* **Channel digest** — posts a combined digest of Slack channels to the team

<div style={{ display: 'flex', justifyContent: 'center', margin: '2rem 0' }}>
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    <video src="https://mintcdn.com/lindyai/DI-LHfe0VYpxftxN/lindy-brand-assets/teammate/adding-templates.mp4?fit=max&auto=format&n=DI-LHfe0VYpxftxN&q=85&s=69e63de080b40cdc6e81277783a7df8c" autoPlay muted loop playsInline style={{ display: 'block', width: '100%', borderRadius: '16px', maxHeight: 'none' }} data-path="lindy-brand-assets/teammate/adding-templates.mp4" />
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## Create your own

Click **New** to open the create drawer. The easiest path is to type it in the **Describe your routine** box, like *"Every weekday at 9, summarize my unread email and Slack mentions."* Lindy fills in the name, trigger, and schedule for you. Suggestion chips and a shuffle button are there if you want ideas, and **Advanced settings** lets you set the trigger, schedule, delivery channel, and name by hand.

<Frame>
  <img src="https://mintcdn.com/lindyai/oT4AsoFsQDHf5ck7/lindy-brand-assets/teammate/routines-new-button.png?fit=max&auto=format&n=oT4AsoFsQDHf5ck7&q=85&s=a738c4d6870a146529e8ca46e0f39040" alt="The Routines page with an arrow pointing to the New button in the top right, above the Personal, Workspace, and Discover tabs and the built-in routine cards" width="2647" height="1435" data-path="lindy-brand-assets/teammate/routines-new-button.png" />
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You can also just ask Lindy in chat: *"Every Monday at 9, check my inbox for emails from investors and alert me."*

## Triggers and delivery

* **Triggers.** Run a routine on a **schedule** (daily, weekly, or monthly, the most common), or on an **event**: an email received or sent, a Slack message, a calendar event about to start, a meeting ending, and more. A **Smart Filter** narrows event triggers in plain English, like *"only emails that promise a follow-up,"* so it doesn't fire on everything.
* **Where results go.** Personal routines deliver to your default proactive channel, Lindy chat, a text message (if your phone is verified), or a Slack DM. Workspace routines post to a Slack thread reply or a specific channel.

<Note>
  Defaults: new routines run **daily at 9:00 AM** until you change it, and deliver to your default proactive channel. Team routines default to a Slack thread reply, and scheduled team digests must target a channel.
</Note>

## Edit and manage

Tune a routine from the Routines page, or just ask Lindy:

* *"Change my morning routine to 9am instead of 8am."*
* *"Pause my follow-up bumps."*
* *"What routines are active?"*

## Relevant Docs

<CardGroup cols={2}>
  <Card title="Skills" icon="graduation-cap" href="/coming-soon/skills">
    Reusable playbooks Lindy picks up on its own
  </Card>

  <Card title="Home" icon="house" href="/coming-soon/home">
    Where you talk to Lindy and see what it's done
  </Card>
</CardGroup>
