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

# Schedule a routine

> Have Parker answer a saved prompt on a schedule, such as a Monday pipeline summary, and send the result to you or your teammates by email or in Parker.

Routines are questions Parker answers for you on a schedule. For example, a pipeline summary every Monday morning, or a check on overdue cases each day.

## What is a routine?

A routine is a saved prompt with a schedule. Each time it runs, Parker answers the prompt and delivers the result, called a brief. Tools stay read-only when a routine runs.

A routine is different from an [automation](/automate/automations). An automation reacts to new email. A routine runs at set times and reports back.

<Frame caption="The Routines page lists your routines by status.">
  <img src="https://mintcdn.com/fieldko/mD6jO4lPpuH-Mxq8/images/automate/routines-list.png?fit=max&auto=format&n=mD6jO4lPpuH-Mxq8&q=85&s=a19c429b5445a2610b168bd1abf56b29" alt="Routines page with seven draft routines, filters for status and delivery, and a panel showing the selected routine's schedule and prompt." width="1596" height="1260" data-path="images/automate/routines-list.png" />
</Frame>

## Create a routine

<Steps>
  <Step title="Start a new routine">
    Go to **Routines** in the sidebar and select **New routine**.
  </Step>

  <Step title="Write the prompt">
    Under **Prompt**, describe what Parker should do every run, or pick one of the **Suggested for you** prompts. Parker names the routine from your prompt.
  </Step>

  <Step title="Set the schedule">
    Under **Schedule**, choose a **Frequency**: **Every hour**, **Daily**, **Weekdays (Mon–Fri)**, **Weekends (Sat + Sun)**, **Weekly**, or **Monthly**. Set the **Time** and **Timezone**.
  </Step>

  <Step title="Choose delivery">
    Under **Delivery**, select **Email** (full brief to recipients), **In Parker** (shows in notifications), or both. A routine has to deliver somewhere, so the last channel stays on.
  </Step>

  <Step title="Add recipients">
    Under **Recipients**, select **Add teammate**. Recipients get the brief, and each run's conversation opens for them in Parker.
  </Step>

  <Step title="Try it once">
    Select **Try it once**. Parker runs the routine now and shows **What it would send**. Nobody is emailed by a test run. Change the prompt and select **Run it again** until you're happy.
  </Step>

  <Step title="Schedule it">
    Select **Schedule it**, or **Create routine** if you didn't try it first. **Enabled on create** is on by default.
  </Step>
</Steps>

<Frame caption="A new routine: schedule, delivery, and prompt.">
  <img src="https://mintcdn.com/fieldko/mD6jO4lPpuH-Mxq8/images/automate/routines-new-routine.png?fit=max&auto=format&n=mD6jO4lPpuH-Mxq8&q=85&s=734c64fe6864473fd3b2b14d2277c9d5" alt="New routine page with Frequency, Time, and Timezone, Email and In Parker delivery, and a prompt about open opportunities." width="2314" height="970" data-path="images/automate/routines-new-routine.png" />
</Frame>

<Frame caption="After you try a routine, choose to discard it, run it again, or schedule it.">
  <img src="https://mintcdn.com/fieldko/mD6jO4lPpuH-Mxq8/images/automate/routines-try-it-once-bar.png?fit=max&auto=format&n=mD6jO4lPpuH-Mxq8&q=85&s=f65b9924ee0e8053a3b53ebe82d23626" alt="Bar reading This is what it would send, with Discard, Run it again, and Schedule it buttons." width="1070" height="128" data-path="images/automate/routines-try-it-once-bar.png" />
</Frame>

To throw away a routine you tried but didn't schedule, select **Discard**.

<Prompt description="A pipeline check">Summarise my open opportunities by stage, and flag any closing this month with no next step.</Prompt>

## Check it worked

* The routine's page shows its schedule and timezone.
* After it runs, the **Runs** tab lists each run with its **Status**, **Trigger**, **Started**, **Duration**, and **Delivered**. Select **View thread** to open that run's conversation.

## Edit a routine

Open the routine from the **Routines** page, then select **Open full view**. You can change the prompt, **Schedule**, **Delivery**, and **Recipients**. To rename it, select **Rename routine** next to its name.

The **Prompt** tab shows the current version of the prompt, such as **v1 Current**.

## Pause, run, copy, or delete a routine

* **To turn it on or pause it**, use the **Enabled** switch on the routine's page. When it's off, the header says "Paused, so it won't fire on schedule." On the **Routines** page, you can also select **Turn on**.
* **To run it now**, select **Run now**. It shows in **Runs** as a **Manual run**.
* **To copy it**, select it on the **Routines** page and select **Duplicate**.
* **To delete it**, select **Delete** (the bin) on the routine's page.

The **Routines** page groups routines by status, such as **Running**, **Drafts** (never scheduled), and **Paused**.

## Related

<CardGroup cols={2}>
  <Card title="Automations" href="/automate/automations" icon="workflow">
    Have Parker draft replies to new email.
  </Card>

  <Card title="Pages" href="/library/pages" icon="layout-template">
    Find designed reports Parker saved for you.
  </Card>

  <Card title="Asking Parker" href="/get-started/asking-parker" icon="message-square">
    Write prompts that get good answers.
  </Card>
</CardGroup>


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