Turn a workflow you show once into a routine
Do a task once while a bot watches. It saves the steps and runs them on a schedule from then on.
Plany guides
6 min read
Some work is the same every week: pull the numbers, clean the export, write the report. Show it to a bot once and it becomes a routine.
- 1Start recordingTell the bot "Watch me do this" and do the task on its computer.
- 2Check the stepsThe bot lists what it saw. Rename steps or add notes where a choice is needed.
- 3Pick a scheduleEvery Monday at 9:00, the first of the month, or whenever an email arrives.
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Hire your first bot in five minutes
Pick a role, write a few lines of instructions and give your first bot a real task, from start to finish.
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Connect Gmail, Slack and Notion to a bot
Bots sign in to your apps once, the way you do. Here's how to give a bot access, and how to take it back.
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Set approval rules for emails and payments
Decide what needs your yes and what bots can do on their own, per bot and per kind of action.