Routines
Your Friday answer,without asking anyone.
Say what you want in a sentence. alfred_ turns it into a routine and runs it on schedule, or the moment an email arrives.
Gmail
Outlook
Google CalendarResults by email or in the appClients expect an answer the same hour.Your team has more to keep track of than ever.
- 01
Their other vendors reply fast now.
A two-day reply reads as "they don't care."
- 02
Every call ends in a summary full of promises.
Nobody owns turning them into done.
- 03
More accounts, same team.
You're expected to grow the account list without adding coordinators.
Client work used to slip once in a while. Now it slips every week, and the client notices first.
Standups, spreadsheets and the CRMall depend on someone remembering.
- Ask each rep in standupIt's from memory, and you become the bottleneck.
- A coordinator with a spreadsheetStale by noon, and it leaves when they do.
- The CRMIt shows what someone typed, not what the client asked.
- ChatGPT or CopilotIt answers when someone asks. Your problem is what nobody asked about.
- Hire another personIt adds another inbox with the same blind spot.
Ask once.It runs on schedule, or when an email lands.
- On a schedule. Every weekday at 5, every Monday at 8, or every few hours.
- When mail lands. An invoice, a request, an invite. It runs as soon as one lands.
- Shows what it found. Every run lists what it checked and what it found.
- Change it anytime. Pause it, reword it, or delete it. It's your sentence.
One sentence, every Friday.Read the plan before it runs.
- 01
Ask once.
"Every Friday at 8, send me the week's call notes as one report."
- 02
Test it now.
It runs once, right away, so you see what it would send.
- 03
Friday, 8:00 AM.
One report, client by client, from the week's call notes.
- 04
Open items first.
What's still open sits on top, with who asked and when.
Built inside a client services team. Nothing goes out without your OK.
Used by people at 250+ businessesAgencies, law firms, contractors, real estate firms and accounting practices
You approve, alfred_ does the typing.
Nothing reaches a client until you press send.
Each teammate stays in control.
Nobody sees anyone's mail unless that person turns it on, and every look is logged where they can see it.
It shows its work.
Every answer points to the email it came from. If there's no evidence something got done, it says so.
Independently assessed.
A CASA Tier 2 security assessment, for Google's review. Your inbox stays in Gmail or Outlook.
What can a routine do?
Anything you'd otherwise check by hand on a schedule. It goes through your mail and calendar, finds what you asked for, and tells you what it found. Start from a ready-made one or describe your own.
Can I test a routine before it runs?
Yes. Test it now runs it once, right away, and shows you what it finds. Turn it on when it looks right.
How is a routine different from a Zapier zap?
You describe the outcome in a sentence. There are no triggers to pick or fields to map: alfred_ reads your mail and calendar to find what you asked for.
What happens if a run gets something wrong?
Every run shows what it checked and what it found. Reword the sentence, or tell alfred_ what to change, and the next run follows it.
Can I make one by text?
Yes. Text alfred_ what you want and when. It shows you the routine first, and turns it on when you say so.
Do routines use credits?
Yes. Routines and workflows run on the credits in your plan, and nothing else uses them. See Pricing for how many each plan includes.
Can I pause or delete a routine?
Yes. Pause it with one switch on the Routines page, or delete it. You can also ask alfred_ to pause it for you.