Email Workflows / Scheduled email digests with routines

Scheduled email digests with routines Beginner

A routine is a task your bot does on a schedule. Set one up and your bot sends you a morning or end-of-day digest of important mail.

What you'll learn

  • What a routine is
  • How to set up a daily digest
  • Testing and adjusting

Before you start

1. What a routine is

A routine tells one bot when to run a job, on a schedule or after a supported event. Routines run in the cloud even when your laptop is closed. A bot's routines are listed in its info pane. (Background: Quick Start: Routines.)

2. Set one up

  1. Do the task once by hand and get the format right.
  2. Ask the bot that should own it:
    Every weekday at 7:30 AM Central, summarize my unread email from the last 24 hours, urgent first, and post it in this chat. Don't reply to anything.
  3. Confirm the schedule, time zone and what it should do if mail can't be reached.
Screenshot: A bot's info pane showing a new routine in its Routines list.

3. Check and tweak

After the first run, adjust: "Skip newsletters", "Include orders". Deleting a routine stops future runs and can't be undone.

Ideas to try

  • Store owner.
    Every evening at 6, list today's orders and customer emails I haven't answered.
  • Commuter.
    Weekdays at 7, give me a 5-bullet summary of overnight email.
  • Bills.
    Every Monday, list bills that arrived last week with due dates.
  • Freelancer.
    Every Friday, summarize client conversations from the week.

Tips

  • Keep digests short; ask for "top 10".
  • Include links back to each email.
  • If a source is down, the routine should say so, not guess.

Facts about the Grok Bot app come from Cursor's official Grok Bot documentation. Menus and services change; if something looks different, check the official docs or ask your bot.