Template Library
The Template Library is a shelf of ready-made routines. Pick one, install it, tweak the schedule if you want, and your Chief of Staff runs it from then on.
You don't have to imagine what could be automated. The library shows you what already works.
What it does for you
Ready-made routines like:
- Morning Business Brief — a daily wrap-up of your niche's news and the leads in your inbox
- Lead Scanner — reads new email, flags what matters, drafts the replies
- Weekly Revenue Summary — the week's numbers, wrapped up for you
- Plus content planners, engagement trackers, and more — the shelf grows over time
One-click install:
- Each card shows what the routine does and its schedule — click the card (or Install routine →) and it lands in My Routines
- The default schedule and prompt are already set
- Tweak the time, the model, or the wording anytime after installing
Filter to find the right one:
- Browse by category — Social, Email, Research, Reports, Sales, Leads
- Search by name if you know what you want
- Routines that use credits are marked so nothing surprises you
How you use it
- Open Chief of Staff → Manage → Routines.
- Switch to the Template Library tab.
- Filter or search until you spot the routine you want.
- Click it to install, then adjust the time if needed.
- Wait for it to run — or hit Run Now.
If you only do one thing today: install the Morning Business Brief. Tomorrow morning you'll see exactly why people keep it on forever.