Workflows
Hand over the jobs that come round every week
Describe a repeat job in a sentence and Remi drafts the steps. Once you've read them, it runs on schedule and leaves the result in your workspace.
What would you like to automate?
I drafted 4 steps and set it to run every Monday at 9:00. Check each one, adjust anything, then switch it on.
Starter
Actions
- ActionFind who still owes recordsReads “MTD clients”
- Only ifOnly if anyone is missingStops here when everyone has sent theirs
- ActionDraft a reminder for each clientWrites a document
- ActionAsk the partner to send themCreates a task
How it works
One sentence becomes a job that runs by itself
- 1
Say what the job is
Write it the way you'd brief a colleague: what needs doing, how often, and what you want at the end. Remi turns that into steps you can read before anything happens.
- 2
Read the steps, then test them
Each step says in plain words what it reads and what it may change. Reword one, add one from the library or take one out, then run a test and see exactly what you'd get.
- 3
Choose when it runs
Every morning, every Monday at nine, the last day of the month, or only when you press run. It runs as the person who set it up, with the same access they have.
Every Monday at 9:00- Repeat every
- week
- On
- MTWTFSS
- At
- 09:00
Next runs
- Mon 26 Oct09:00
- Mon 2 Nov09:00
- Mon 9 Nov09:00
It ran at 9:00 and nobody had to remember.
- 4
Read what it did
Every run is kept, newest first, with what it read, what it made and how long it took. When a run goes wrong it says why in plain words, and you can ask the run itself what happened.
The steps
Built from the work Remi already does
Every step is something Remi does in a chat today: research, write, fill in a table, make a task. A workflow puts them in order and runs them for you.
Ask Remi
- Ask Remi
- Remember something
Research
- Research the web
- Search your workspace
Documents
- Create a document
- Summarise a document
- Update a document
Sheets
- Add rows to a table
- Update table rows
- Query & total a table
Tasks & projects
- Create a task
- Review my tasks
- Update a task
- Work on a project
Media
- Generate an image
Deliver
- Post a digest
Control
- Wait
- Only if…
What it does on its own
What a workflow will and won't do
It makes things in your workspace
Once you switch it on, a workflow writes documents, adds rows, creates tasks and makes images without asking each time. That is the job you gave it, and everything it makes waits in the workspace for the team to use or send.
It never changes who has access
A workflow can't invite anyone, change who can see the account or set up more workflows. If a step tries, the run stops and tells you why.
It stops itself when something's wrong
If runs fail one after another, or an app it relies on is disconnected, the workflow pauses and says what happened rather than failing quietly every Monday.
By trade
The jobs teams hand over first
Each one shows what someone typed, when it runs and what's waiting afterwards.
Accountancy practice
Every Monday at 9, find the clients who haven't sent this quarter's records and draft a reminder for each one.
- Runs
- Every Monday at 9:00
- You get
- A reminder per client, and a task for the partner to send them
Law firm
Every weekday morning, look for new legislation and guidance in our practice areas and add each change to the regulation table with its source.
- Runs
- Every weekday at 8:00
- You get
- A row per change, with a link to the official text
Agency
Every Friday at 4, read each client project's tasks and documents and write a one-page update for each.
- Runs
- Every Friday at 16:00
- You get
- A one-page update in every client project
Practice manager
Every Monday at 8, list everything overdue or stalled, suggest who picks each one up and put it in the Monday brief.
- Runs
- Every Monday at 8:00
- You get
- The Monday brief, written before the meeting starts
Or start from a template, such as these.
- Regulation watch
- Low stock reorder
- Prospect list
- Overdue payments
- Bilingual post
- Competitor file
- Cash-flow snapshot
- Decisions log
Questions about workflows
- Do I need to learn a builder?
- No. You describe the job and Remi drafts the steps. The builder is there when you want to change a step, and every step is written in plain words.
- Can I try it before it's live?
- Yes. Run a test and you watch each step happen and see what it made, before you switch it on.
- Does it cost extra to run?
- Runs come out of your workspace's monthly allowance, the same as a chat, and each run shows what it used.
- Who does a workflow run as?
- The person who set it up, with the access they have. If they leave the account, the workflow pauses rather than running as nobody.
Hand Remi the job you do every Monday
Your workspace lives in the EU and is never used to train a model.
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