A routine runs a Workleap Agent skill on a schedule for a group of people. The Workleap Brief is the default routine for managers. Only Administrators can set routines up.
Turn on the Workleap Brief
Go to Organization settings > Agent > Routines (your avatar, top right).
On the row with the Default badge, click ··· > Turn on for the organization.
The status changes to Active. Managers get the brief every Monday. On this routine, you can change only Send on and Template.
Create a routine
Click New routine.
Pick a Skill, and a Template or keep Default.
Pick a Cadence (Weekly, Every two weeks or Monthly) and a Send on day. Monthly routines arrive on the 1st.
Pick an Audience: Managers or Executives. Managers include Executives.
Click Create routine.
Try, edit, pause or delete a routine
To | Do this |
Try it | Click Try it now. It runs once on your own data, and it saves and sends nothing. |
Edit it | Click ··· > Edit. You can change everything except the skill. |
Pause it for everyone | Click ··· > Turn off for the organization, then Turn off. People who turned it off for themselves keep that choice. |
Delete it | Click ··· > Delete. You can't undo this. The Workleap Brief routine can't be deleted, only turned off. |
Good to know
To send the Workleap Brief every two weeks or monthly, turn off the default routine and create one with the Workleap Brief skill.
Routines arrive at 9:00 AM in each person's time zone, else the organization's, else Eastern Time. There is no time or channel setting.
Routines go to Managers or Executives only, not to all employees or a segment.
People can turn a routine off for themselves. See How do I manage my routines?