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Workflow Automation & Executive Routines

Autopilot routines and multi-step operational procedures

Executive Autopilot RoutinesBond Parity

Recurring operations procedures running automatically: morning briefing, commitment sweeps, and daily triage

Quick Launch Recommended Routines:

Decision-Grade Morning Briefing
daily · brief
Daily P0–P3 Action Triage & Clean-up
daily · triage
Weekly Counterparty Commitment Sweep
weekly · commitments
Weekly Financial Health Digest
weekly · digest

Demo workflows · 0 runs logged

What a step can do

Start each step with one of these words. Steps run in order, and the run log tells you exactly what each one did.

recomputeRefresh the dashboard KPIs from current data
receivablesTotal overdue invoices and list the worst offenders
reorderFind stock below its reorder level
alert <message>Raise an in-app alert
email <subject>Email the workspace owner a run summary
ai <mode> <prompt>Run an AI mode (brief, actions, risk, costs…) and save the output
note <text>Record a note in the run log
propose <action> <json-args>Ask Cortex to take an action — runs if your rule allows it, otherwise waits for approval
agent <agent-id> <brief>Run a ready-made text agent on your own numbers and save its output
New workflow (write the steps yourself)
Daily cash & receivables digest
Active
schedule
recomputereceivablesemail Your daily cash digest
Stockout watch
Active
schedule
reorderalert Items are below reorder level
Monday priorities
Active
schedule
recomputeai actionsemail Your plan for the week