Routines
Standing work Naumu does without being asked - a Monday digest on a schedule, or a nudge when a task sits too long.
A routine is work Naumu does for you without being asked. You set it up once. After that it runs by itself and reports in a thread.
What routines are good for
- A Monday digest. Every Monday at 9:00, an agent sums up what changed last week and posts it to your team's topic.
- A stale-task nudge. When a Task waits in Todo for 7 days, Naumu asks its Owner whether to tackle it or drop it.
- A deadline heads-up. Two days before a Task's Due date, Naumu reminds its Owner.
The two kinds of routine
| On a schedule | On a type | |
|---|---|---|
| What it is | A written brief an agent runs at a set time | A rule that watches every item of one type, such as every Task |
| When it runs | Once, or on a repeating schedule | When an item waits too long, reaches a date, changes, or on a schedule |
| What you get | A thread with the agent's reply | A thread that tells a person or a topic about the item |
| Good for | Digests, reviews, regular checks | Follow-ups, deadlines, nothing slipping through |
Both kinds show as the same card: the title, an on/off switch, and a short summary in the middle. A scheduled routine's card shows when it runs, when it last ran, and who sees it. A type routine's card shows who it tells. While it has pings that someone still has to act on, the card is tinted and carries a blue dot, like an unread conversation.
Where routines live
Open Explore -> Model in the sidebar. Two sections of that page hold routines:
- How we remember lists every type. A type's routines sit as cards under it.
- On a schedule lists the scheduled routines, grouped by who can see them: Private, one group per topic, then Everyone in [space]. A routine filed into several topics appears under each.
You only see routines you have access to. Two shortcuts lead to the same routines:
- An agent's details panel has a Routines section with the routines that agent runs.
- A topic that receives routine runs shows an N scheduled items row under its header. It opens the Model page at that topic's group.
Create a routine on a schedule
- On the Model page, find On a schedule and click New routine.
- Type a title, such as "Weekly Q3 review".
- Set its Home in the strip under the title: Private, Everyone in [space], or Topics.
- Under Who, pick the agent that does the work.
- Under Brief, write what the agent should do each time. Phrase it as a request: "Summarise this week's changes and post the three things that need attention."
- Under When, pick Once and a date and time, or Recurring with a recurrence and a timezone.
- Click Create.
Any member can create one. The routine can do whatever its agent can do on request, so pick the agent whose instructions and tools fit the job.
Create a routine on a type
The dialog reads as a sentence in three rows: a small When a Task label, a + with ... pill for filters, then the condition with pill-shaped blanks. You click each blank and pick an answer:
When a Task waits too long in Todo for 7 days, ping its Owner
A filter narrows which items the routine watches, such as only Tasks whose Priority is High. Add more than one and an item has to match all of them.
- On the Model page, click a type's pill under How we remember, then click Add routine under Routines. Owners and admins can add routines to a type.
- To narrow the type, click + with ... and pick an attribute and a value. Add filter adds another.
- Click the first blank of the condition and pick the moment (see the table below), then fill the blanks that follow, such as which status and for how many days.
- Click the blank after "ping" and pick who hears about it: a person set on the item ("its Owner"), whoever created it, a topic, or a named person.
- In the Naumu's job box under the sentence, write what to check and what to ask, in your own words.
- Click Save.
| Moment | The routine fires when |
|---|---|
| waits too long | An item sits in one status for a number of days. |
| reaches a date | It is some days before, after or since one of the item's dates. |
| on a schedule | A set time comes round: every day, every Monday, or once a month. |
| changes | An item is created, or one of its statuses changes. |
The dialog opens with a suggestion based on the type's attributes. More holds the rest, such as how often to remind again while the situation still applies.
What a run looks like
A scheduled routine opens a fresh thread with the agent's reply. The top of that thread carries a Routine card; click it to open the routine without leaving the chat.
A type routine opens a thread for the person or topic it tells, with the item mentioned in the message. When it repeats, it continues in the same thread. A ping about one item that waits in a status or reaches a date ends with a Next step card:
| Answer | What happens |
|---|---|
| Tackle it | You take it on now. |
| Won't do | Closes it and stops the ping. |
| Later, 1 week | Asks again in 7 days. |
| Stop asking | Never pings about this item again. |
You can also just reply in your own words. Unread runs show up in Focus.
Who sees a routine's output
For a scheduled routine, the Home you picked decides it. The same people who can see the routine see the threads it opens:
- Private - you, plus anyone you add to the routine.
- Everyone in [space] - every member of the space.
- Topics - everyone in the topics you file it into.
A type routine has no Home. Its threads go to whoever the sentence pings.
Past runs
Open a routine that has run and you find a Past runs row showing the run count and the time of the last run. Expand it to list the threads the routine opened, newest first. The first five show, then Show N more. Click a run to open its thread. A routine that has not run yet says No runs yet.
Run, pause, edit, delete
- Run now - hover a scheduled routine and click the play button. It runs at once, just like a scheduled run, even when the routine is paused. The button is unavailable while a run is in progress.
- Pause - flip the switch on the card. A paused routine stays in place, dimmed, until you switch it back on. Any member who can see a routine can pause it. A routine set to run once has no switch.
- Edit - click the card to open the routine. Only its creator or a space admin can change it; everyone else gets a read-only view. The agent of a scheduled routine can't be changed after creation.
- Delete - open the routine and click Delete in the bottom-left corner of the dialog, then confirm. Only its creator or a space admin can delete it.
A routine set to run once is removed after it runs.
When nobody in the space has written anything for 14 days - no message, note, or edit - scheduled routines pause by themselves, so a space your team has left stops posting runs nobody reads. Their cards read Paused by inactivity and no message or email is sent about it. The next time someone writes in the space, they pick up again on their own.
Ask an agent instead
You don't have to open the Model page. Ask an agent in a thread:
- "Every Monday at 8am, post a summary of what changed last week." The agent creates the routine, assigned to itself, and works out the schedule and timezone.
- "Remind me about clients I haven't contacted in 30 days." The agent describes the routine in one sentence and creates it on the type once you say yes.
A scheduled routine created in chat posts each run back into the conversation you asked in, and is listed in the agent's details panel rather than on the Model page. Ask for a separate thread, or name people or topics, and each run opens a fresh thread for them.
In chat the agent can also list the routines it runs, and change, run, pause, or cancel one. The Model page's rules still apply: it lists only routines you can see, and changing or cancelling one takes its creator or a space admin.
When Naumu creates a new type for you in chat, it offers a few fitting routines as a Routines card, and the ones you tick are added to the type.
Routine or reminder?
A routine is standing work with an agent behind it. A reminder is a personal nudge tied to one message: no agent, no new thread. Set one with Remind me on any message, or ask an agent in chat to remind you. See Focus.